Laurel Wealth Advisors (North Carolina)’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-24	Closed	-$836	–	587
2023 Q3	$836	Hold	24	–	–	﹤0.01%	531
2023 Q2	$888	Hold	24	–	–	﹤0.01%	535
2023 Q1	$850	Hold	24	–	–	﹤0.01%	537
2022 Q4	$821	Hold	24	–	–	﹤0.01%	510
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	520
2022 Q2	$1K	Buy	+24	New	+$863	﹤0.01%	597

Other funds holding NUSC

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

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

Laurel Wealth Advisors (North Carolina)'s NUSC Position: Q4 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2023, closing a stake of 24 shares — an estimated $836 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in NUSC in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 227 funds tracked by Wall St. Rank hold NUSC as of Q4 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 24 Nuveen ESG Small-Cap ETF shares in Q4 2023, an estimated $836.
Laurel Wealth Advisors (North Carolina) first reported a position in Nuveen ESG Small-Cap ETF in Q2 2022 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s Nuveen ESG Small-Cap ETF position peaked at $1K in Q3 2022.
227 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 13 Feb 2024.