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FundX Investment Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

FundX Investment 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
2021
Q3 		– Sell
-27,168
Closed -$757K – 41
2021
Q2 		$757K Buy
27,168
+9,012
+50% +$401K 0.08% 32
2021
Q1 		$781K Buy
+18,156
New +$766K 0.44% 25

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FundX Investment Group's NUSC Position: Q3 2021 in Review

FundX Investment Group sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2021, closing a stake of 27,168 shares — an estimated $757K sold.

FundX Investment Group first reported a position in NUSC in Q1 2021 and held it in 2 quarters. The position peaked at $781K in Q1 2021. 162 funds tracked by Wall St. Rank hold NUSC as of Q3 2021.

  • FundX Investment Group reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • FundX Investment Group sold 27,168 Nuveen ESG Small-Cap ETF shares in Q3 2021, an estimated $757K.
  • FundX Investment Group first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and held it in 2 quarters.
  • FundX Investment Group's Nuveen ESG Small-Cap ETF position peaked at $781K in Q1 2021.
  • 162 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2021.

Based on FundX Investment Group's 13F filing for Q3 2021, filed 3 Nov 2021.