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

HBC Financial Services’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
Q4 		– Sell
-189
Closed -$6K – 189
2023
Q3 		$6K Hold
189
– – ﹤0.01% 126
2023
Q2 		$7K Buy
+189
New +$6.68K 0.01% 119

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HBC Financial Services's NUSC Position: Q4 2023 in Review

HBC Financial Services sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2023, closing a stake of 189 shares — an estimated $6K sold.

HBC Financial Services first reported a position in NUSC in Q2 2023 and held it in 2 quarters. The position peaked at $7K in Q2 2023. 228 funds tracked by Wall St. Rank hold NUSC as of Q4 2023.

  • HBC Financial Services reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • HBC Financial Services sold 189 Nuveen ESG Small-Cap ETF shares in Q4 2023, an estimated $6K.
  • HBC Financial Services first reported a position in Nuveen ESG Small-Cap ETF in Q2 2023 and held it in 2 quarters.
  • HBC Financial Services's Nuveen ESG Small-Cap ETF position peaked at $7K in Q2 2023.
  • 228 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.