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

MBE 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
2020
Q2 		– Sell
-7
Closed – – 366
2020
Q1 		$0 Buy
+7
New +$197 ﹤0.01% 569

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
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MBE Wealth Management's NUSC Position: Q2 2020 in Review

MBE Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2020, closing a stake of 7 shares.

MBE Wealth Management first reported a position in NUSC in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 77 funds tracked by Wall St. Rank hold NUSC as of Q2 2020.

  • MBE Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 7 Nuveen ESG Small-Cap ETF shares in Q2 2020.
  • MBE Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $0 in Q1 2020.
  • 77 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.