Level Four Advisory Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Level Four Advisory Services’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	-16,782	Closed	-$656K	–	844
2024 Q1	$656K	Hold	16,782	–	–	0.04%	389
2023 Q4	$656K	Sell	16,782 -8,348	-33%	-$294K	0.04%	383
2023 Q3	$875K	Sell	25,130 -1,137	-4%	-$41.9K	0.06%	307
2023 Q2	$972K	Buy	+26,267	New	+$928K	0.06%	299

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

Level Four Advisory Services's NUSC Position: Q2 2024 in Review

Level Four Advisory Services sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2024, closing a stake of 16,782 shares — an estimated $656K sold.

Level Four Advisory Services first reported a position in NUSC in Q2 2023 and held it in 4 quarters. The position peaked at $972K in Q2 2023. 232 funds tracked by Wall St. Rank hold NUSC as of Q2 2024.

Level Four Advisory Services reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 16,782 Nuveen ESG Small-Cap ETF shares in Q2 2024, an estimated $656K.
Level Four Advisory Services first reported a position in Nuveen ESG Small-Cap ETF in Q2 2023 and held it in 4 quarters.
Level Four Advisory Services's Nuveen ESG Small-Cap ETF position peaked at $972K in Q2 2023.
232 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.