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Money Concepts Capital’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-11,413
Closed -$390K – 2056
2022
Q4 		$390K Buy
11,413
+11,361
+21,848% +$396K 0.02% 491
2022
Q3 		$2K Hold
52
– – ﹤0.01% 1397
2022
Q2 		$2K Sell
52
-10,642
-100% -$383K ﹤0.01% 1331
2022
Q1 		$426K Buy
+10,694
New +$422K 0.02% 488

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's NUSC Position: Q1 2023 in Review

Money Concepts Capital sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2023, closing a stake of 11,413 shares — an estimated $390K sold.

Money Concepts Capital first reported a position in NUSC in Q1 2022 and held it in 4 quarters. The position peaked at $426K in Q1 2022. 203 funds tracked by Wall St. Rank hold NUSC as of Q1 2023.

  • Money Concepts Capital reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 11,413 Nuveen ESG Small-Cap ETF shares in Q1 2023, an estimated $390K.
  • Money Concepts Capital first reported a position in Nuveen ESG Small-Cap ETF in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Nuveen ESG Small-Cap ETF position peaked at $426K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.