ICA Group Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

ICA Group Wealth 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
2024 Q2	–	Sell	-444	Closed	-$18.5K	–	1131
2024 Q1	$18.5K	Buy	444 +26	+6%	+$1.02K	﹤0.01%	774
2023 Q4	$16.3K	Buy	+418	New	+$14.7K	﹤0.01%	775
2023 Q3	–	Sell	-422	Closed	-$15.6K	–	867
2023 Q2	$15.6K	Buy	+422	New	+$14.9K	﹤0.01%	752
2023 Q1	–	Sell	-87	Closed	-$2.97K	–	1343
2022 Q4	$2.97K	Buy	+87	New	+$3.04K	﹤0.01%	1059

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 $1.1B AUM 14.74% 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 $4.86B AUM 22.78% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ICA Group Wealth Management's NUSC Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2024, closing a stake of 444 shares — an estimated $18.5K sold.

ICA Group Wealth Management first reported a position in NUSC in Q4 2022 and held it in 4 quarters. The position peaked at $18.5K in Q1 2024. 232 funds tracked by Wall St. Rank hold NUSC as of Q2 2024.

ICA Group Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 444 Nuveen ESG Small-Cap ETF shares in Q2 2024, an estimated $18.5K.
ICA Group Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $18.5K in Q1 2024.
232 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.