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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return