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M. Kulyk & Associates’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

M. Kulyk & Associates’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
-5,741
Closed -$203K – 110
2023
Q1 		$203K Buy
+5,741
New +$209K 0.06% 103

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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M. Kulyk & Associates's NUSC Position: Q2 2023 in Review

M. Kulyk & Associates sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2023, closing a stake of 5,741 shares — an estimated $203K sold.

M. Kulyk & Associates first reported a position in NUSC in Q1 2023 and held it in 1 quarter. The position peaked at $203K in Q1 2023. 212 funds tracked by Wall St. Rank hold NUSC as of Q2 2023.

  • M. Kulyk & Associates reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • M. Kulyk & Associates sold 5,741 Nuveen ESG Small-Cap ETF shares in Q2 2023, an estimated $203K.
  • M. Kulyk & Associates first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • M. Kulyk & Associates's Nuveen ESG Small-Cap ETF position peaked at $203K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2023.

Based on M. Kulyk & Associates's 13F filing for Q2 2023, filed 8 Aug 2023.