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Global Assets Advisory’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Global Assets 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
2024
Q2 		– Sell
-274
Closed -$11.3K – 359
2024
Q1 		$11.3K Buy
+274
New +$10.7K 0.01% 538

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Global Assets Advisory's NUSC Position: Q2 2024 in Review

Global Assets Advisory sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2024, closing a stake of 274 shares — an estimated $11.3K sold.

Global Assets Advisory first reported a position in NUSC in Q1 2024 and held it in 1 quarter. The position peaked at $11.3K in Q1 2024. 233 funds tracked by Wall St. Rank hold NUSC as of Q2 2024.

  • Global Assets Advisory reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 274 Nuveen ESG Small-Cap ETF shares in Q2 2024, an estimated $11.3K.
  • Global Assets Advisory first reported a position in Nuveen ESG Small-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's Nuveen ESG Small-Cap ETF position peaked at $11.3K in Q1 2024.
  • 233 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.