Mascoma Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Mascoma Wealth Management’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 Q3	–	Sell	-60	Closed	-$2.25K	–	513
2023 Q2	$2.25K	Sell	60 -708	-92%	-$25K	﹤0.01%	441
2023 Q1	$26.9K	Hold	768	–	–	0.01%	307
2022 Q4	$26.3K	Sell	768 -250	-25%	-$8.72K	0.01%	301
2022 Q3	$33K	Sell	1,018 -50	-5%	-$1.76K	0.01%	286
2022 Q2	$35K	Hold	1,068	–	–	0.01%	288
2022 Q1	$43K	Buy	1,068 +648	+154%	+$25.6K	0.01%	285
2021 Q4	$18K	Buy	+420	New	+$18.7K	0.01%	342
2019 Q2	–	Sell	-2,033	Closed	-$58K	–	402
2019 Q1	$58K	Hold	2,033	–	–	0.04%	139
2018 Q4	$50K	Buy	2,033 +824	+68%	+$23.2K	0.04%	140
2018 Q3	$38K	Buy	1,209 +1,124	+1,322%	+$35.5K	0.03%	182
2018 Q2	$3K	Buy	+85	New	+$2.53K	﹤0.01%	345

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Mascoma Wealth Management's NUSC Position: Q3 2023 in Review

Mascoma Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2023, closing a stake of 60 shares — an estimated $2.25K sold.

Mascoma Wealth Management first reported a position in NUSC in Q2 2018 and held it in 11 quarters. The position peaked at $58K in Q1 2019. 207 funds tracked by Wall St. Rank hold NUSC as of Q3 2023.

Mascoma Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
Mascoma Wealth Management sold 60 Nuveen ESG Small-Cap ETF shares in Q3 2023, an estimated $2.25K.
Mascoma Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2018 and held it in 11 quarters.
Mascoma Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $58K in Q1 2019.
207 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2023.

Based on Mascoma Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.