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Lincoln National Corp’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Lincoln National Corp’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
-5,724
Closed -$238K – 777
2024
Q1 		$238K Hold
5,724
– – ﹤0.01% 1067
2023
Q4 		$224K Buy
+5,724
New +$201K ﹤0.01% 1002
2023
Q3 		– Sell
-5,533
Closed -$205K – 1055
2023
Q2 		$205K Sell
5,533
-12,033
-69% -$425K ﹤0.01% 961
2023
Q1 		$622K Buy
17,566
+1,830
+12% +$66.6K 0.01% 515
2022
Q4 		$538K Sell
15,736
-4,697
-23% -$164K 0.01% 520
2022
Q3 		$655K Buy
20,433
+2,223
+12% +$78.3K 0.02% 427
2022
Q2 		$598K Buy
18,210
+559
+3% +$20.1K 0.01% 453
2022
Q1 		$703K Sell
17,651
-878
-5% -$34.7K 0.01% 432
2021
Q4 		$779K Buy
18,529
+4,512
+32% +$201K 0.02% 406
2021
Q3 		$609K Buy
14,017
+2,085
+17% +$92K 0.01% 445
2021
Q2 		$539K Buy
11,932
+957
+9% +$42.6K 0.01% 469
2021
Q1 		$472K Buy
10,975
+1,958
+22% +$82.6K 0.01% 475
2020
Q4 		$346K Buy
9,017
+1,371
+18% +$47.4K 0.01% 530
2020
Q3 		$226K Buy
+7,646
New +$223K 0.01% 592

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lincoln National Corp's NUSC Position: Q2 2024 in Review

Lincoln National Corp sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2024, closing a stake of 5,724 shares — an estimated $238K sold.

Lincoln National Corp first reported a position in NUSC in Q3 2020 and held it in 14 quarters. The position peaked at $779K in Q4 2021. 233 funds tracked by Wall St. Rank hold NUSC as of Q2 2024.

  • Lincoln National Corp reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 5,724 Nuveen ESG Small-Cap ETF shares in Q2 2024, an estimated $238K.
  • Lincoln National Corp first reported a position in Nuveen ESG Small-Cap ETF in Q3 2020 and held it in 14 quarters.
  • Lincoln National Corp's Nuveen ESG Small-Cap ETF position peaked at $779K in Q4 2021.
  • 233 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.