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Loring Wolcott & Coolidge Fiduciary Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 		– Sell
-452
Closed -$16K – 655
2023
Q1 		$16K Buy
+452
New +$16.4K ﹤0.01% 487

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NUSC Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2023, closing a stake of 452 shares — an estimated $16K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NUSC in Q1 2023 and held it in 1 quarter. The position peaked at $16K in Q1 2023. 212 funds tracked by Wall St. Rank hold NUSC as of Q2 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 452 Nuveen ESG Small-Cap ETF shares in Q2 2023, an estimated $16K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Nuveen ESG Small-Cap ETF position peaked at $16K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.