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J.W. Cole Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

J.W. Cole 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
2022
Q3 		– Sell
-6,367
Closed -$209K – 753
2022
Q2 		$209K Hold
6,367
– – 0.02% 671
2022
Q1 		$254K Buy
6,367
+254
+4% +$10K 0.02% 677
2021
Q4 		$257K Buy
+6,113
New +$272K 0.02% 700

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J.W. Cole Advisors's NUSC Position: Q3 2022 in Review

J.W. Cole Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2022, closing a stake of 6,367 shares — an estimated $209K sold.

J.W. Cole Advisors first reported a position in NUSC in Q4 2021 and held it in 3 quarters. The position peaked at $257K in Q4 2021. 181 funds tracked by Wall St. Rank hold NUSC as of Q3 2022.

  • J.W. Cole Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 6,367 Nuveen ESG Small-Cap ETF shares in Q3 2022, an estimated $209K.
  • J.W. Cole Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2021 and held it in 3 quarters.
  • J.W. Cole Advisors's Nuveen ESG Small-Cap ETF position peaked at $257K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2022.

Based on J.W. Cole Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.