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Financial Enhancement Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Financial Enhancement Group’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-341
Closed -$11K – 323
2018
Q4 		$11K Hold
341
– – ﹤0.01% 185
2018
Q3 		$11K Hold
341
– – ﹤0.01% 185
2018
Q2 		$10K Buy
+341
New +$10.1K ﹤0.01% 180

Other funds holding NUSC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

Financial Enhancement Group's NUSC Position: Q1 2019 in Review

Financial Enhancement Group sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2019, closing a stake of 341 shares — an estimated $11K sold.

Financial Enhancement Group first reported a position in NUSC in Q2 2018 and held it in 3 quarters. The position peaked at $11K in Q4 2018. 54 funds tracked by Wall St. Rank hold NUSC as of Q1 2019.

  • Financial Enhancement Group reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Financial Enhancement Group sold 341 Nuveen ESG Small-Cap ETF shares in Q1 2019, an estimated $11K.
  • Financial Enhancement Group first reported a position in Nuveen ESG Small-Cap ETF in Q2 2018 and held it in 3 quarters.
  • Financial Enhancement Group's Nuveen ESG Small-Cap ETF position peaked at $11K in Q4 2018.
  • 54 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2019.

Based on Financial Enhancement Group's 13F filing for Q1 2019, filed 14 May 2019.