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Financial Services Advisory’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Financial Services Advisory’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
2023
Q1 		– Sell
-19,579
Closed -$669K – 40
2022
Q4 		$669K Buy
+19,579
New +$683K 0.43% 26

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Services Advisory's NUSC Position: Q1 2023 in Review

Financial Services Advisory sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2023, closing a stake of 19,579 shares — an estimated $669K sold.

Financial Services Advisory first reported a position in NUSC in Q4 2022 and held it in 1 quarter. The position peaked at $669K in Q4 2022. 203 funds tracked by Wall St. Rank hold NUSC as of Q1 2023.

  • Financial Services Advisory reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Services Advisory sold 19,579 Nuveen ESG Small-Cap ETF shares in Q1 2023, an estimated $669K.
  • Financial Services Advisory first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Financial Services Advisory's Nuveen ESG Small-Cap ETF position peaked at $669K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2023.

Based on Financial Services Advisory's 13F filing for Q1 2023, filed 18 Apr 2023.