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Harborview Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Harborview Advisors’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 		$1.09M Buy
25,141
+1,466
+6% +$64.7K 0.61% 32
2021
Q2 		$1.07M Buy
23,675
+2,594
+12% +$115K 0.6% 31
2021
Q1 		$907K Sell
21,081
-858
-4% -$36.2K 0.55% 38
2020
Q4 		$841K Buy
21,939
+800
+4% +$27.7K 0.56% 42
2020
Q3 		$627K Buy
21,139
+1,266
+6% +$36.9K 0.48% 52
2020
Q2 		$546K Buy
19,873
+2,372
+14% +$59.5K 0.45% 52
2020
Q1 		$378K Sell
17,501
-86
-0.5% -$2.42K 0.38% 51
2019
Q4 		$548K Sell
17,587
-1
-0% -$30 0.42% 43
2019
Q3 		$515K Buy
17,588
+2,051
+13% +$60K 0.41% 43
2019
Q2 		$459K Buy
15,537
+4,717
+44% +$137K 0.37% 43
2019
Q1 		$311K Buy
10,820
+1,352
+14% +$37.7K 0.27% 51
2018
Q4 		$234K Buy
9,468
+1,126
+13% +$31.8K 0.27% 46
2018
Q3 		$264K Sell
8,342
-242
-3% -$7.65K 0.27% 49
2018
Q2 		$263K Buy
+8,584
New +$255K 0.24% 58

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $8.18B AUM 28.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harborview Advisors's NUSC Position: Q3 2021 in Review

Harborview Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 6.2% in Q3 2021, buying an estimated $64.7K and bringing the position to 25,141 shares worth $1.09M. The position accounts for 0.61% of the portfolio, ranked #32.

Harborview Advisors first reported a position in NUSC in Q2 2018 and has held it in 14 quarters since. 162 funds tracked by Wall St. Rank hold NUSC as of Q3 2021.

  • Harborview Advisors held 25,141 shares of Nuveen ESG Small-Cap ETF worth $1.09M as of Q3 2021.
  • Harborview Advisors bought 1,466 Nuveen ESG Small-Cap ETF shares in Q3 2021, an estimated $64.7K.
  • Nuveen ESG Small-Cap ETF made up 0.61% of Harborview Advisors's portfolio in Q3 2021, its #32 holding.
  • Harborview Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q2 2018 and has held it in 14 quarters since.
  • 162 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.