Householder Group Estate & Retirement Specialist’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-2,424	Closed	-$103K	–	969
2024 Q3	$103K	Sell	2,424 -21	-0.9%	-$866	0.03%	349
2024 Q2	$96K	Sell	2,445 -15	-0.6%	-$595	0.03%	357
2024 Q1	$102K	Buy	+2,460	New	+$96.4K	0.03%	340
2023 Q1	$1K	Buy	+31	New	+$1.13K	﹤0.01%	1167
2022 Q4	–	Sell	-103	Closed	-$3K	–	836
2022 Q3	$3K	Buy	+103	New	+$3.63K	﹤0.01%	929

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NUSC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2024, closing a stake of 2,424 shares — an estimated $103K sold.

Householder Group Estate & Retirement Specialist first reported a position in NUSC in Q3 2022 and held it in 5 quarters. The position peaked at $103K in Q3 2024. 262 funds tracked by Wall St. Rank hold NUSC as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,424 Nuveen ESG Small-Cap ETF shares in Q4 2024, an estimated $103K.
Householder Group Estate & Retirement Specialist first reported a position in Nuveen ESG Small-Cap ETF in Q3 2022 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Nuveen ESG Small-Cap ETF position peaked at $103K in Q3 2024.
262 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.