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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2020
Q4 		$455K Buy
+11,873
New +$411K 0.11% 66

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 $952M AUM 22.68% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's NUSC Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q4 2020: 11,873 shares worth $455K. The stake represents 0.11% of the portfolio and ranks #66 among its holdings.

109 funds tracked by Wall St. Rank hold NUSC as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 11,873 shares of Nuveen ESG Small-Cap ETF worth $455K as of Q4 2020.
  • Nuveen ESG Small-Cap ETF was a new Genovese Burford & Brothers Wealth & Retirement Plan Management position in Q4 2020.
  • Nuveen ESG Small-Cap ETF made up 0.11% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #66 holding.
  • 109 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.