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

IHT 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
2021
Q3 		– Sell
-4,455
Closed -$201K – 923
2021
Q2 		$201K Buy
+4,455
New +$198K 0.01% 875

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 $1.1B AUM 14.74% 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 $4.86B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IHT Wealth Management's NUSC Position: Q3 2021 in Review

IHT Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2021, closing a stake of 4,455 shares — an estimated $201K sold.

IHT Wealth Management first reported a position in NUSC in Q2 2021 and held it in 1 quarter. The position peaked at $201K in Q2 2021. 162 funds tracked by Wall St. Rank hold NUSC as of Q3 2021.

  • IHT Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • IHT Wealth Management sold 4,455 Nuveen ESG Small-Cap ETF shares in Q3 2021, an estimated $201K.
  • IHT Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2021 and held it in 1 quarter.
  • IHT Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $201K in Q2 2021.
  • 162 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.