Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Legacy Financial Group (Iowa)’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
-1,591
Closed -$55.4K – 354
2023
Q3 		$55.4K Buy
+1,591
New +$58.7K 0.01% 172

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Financial Group (Iowa)'s NUSC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2023, closing a stake of 1,591 shares — an estimated $55.4K sold.

Legacy Financial Group (Iowa) first reported a position in NUSC in Q3 2023 and held it in 1 quarter. The position peaked at $55.4K in Q3 2023. 227 funds tracked by Wall St. Rank hold NUSC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,591 Nuveen ESG Small-Cap ETF shares in Q4 2023, an estimated $55.4K.
  • Legacy Financial Group (Iowa) first reported a position in Nuveen ESG Small-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Nuveen ESG Small-Cap ETF position peaked at $55.4K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.