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LifePlan Financial Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$59K Hold
1,990
– – 0.03% 234
2020
Q2 		$55K Hold
1,990
– – 0.03% 236
2020
Q1 		$43K Buy
1,990
+405
+26% +$11.4K 0.02% 238
2019
Q4 		$49K Hold
1,585
– – 0.02% 252
2019
Q3 		$46K Hold
1,585
– – 0.02% 255
2019
Q2 		$47K Hold
1,585
– – 0.02% 249
2019
Q1 		$46K Hold
1,585
– – 0.02% 252
2018
Q4 		$39K Buy
+1,585
New +$44.7K 0.02% 263

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifePlan Financial Group's NUSC Position: Q3 2020 in Review

LifePlan Financial Group held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q3 2020 at 1,990 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #234.

LifePlan Financial Group first reported a position in NUSC in Q4 2018 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold NUSC as of Q3 2020.

  • LifePlan Financial Group held 1,990 shares of Nuveen ESG Small-Cap ETF worth $59K as of Q3 2020.
  • LifePlan Financial Group left its Nuveen ESG Small-Cap ETF share count unchanged in Q3 2020.
  • Nuveen ESG Small-Cap ETF made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #234 holding.
  • LifePlan Financial Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2018 and has held it in 8 quarters since.
  • 83 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.