MD
NUSC icon

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

Money Design’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
-24,350
Closed -$832K – 87
2022
Q4 		$832K Buy
+24,350
New +$850K 0.05% 84
2021
Q4 		– Sell
-963
Closed -$42K – 79
2021
Q3 		$42K Buy
+963
New +$42.5K ﹤0.01% 57

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Money Design's NUSC Position: Q1 2023 in Review

Money Design sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2023, closing a stake of 24,350 shares — an estimated $832K sold.

Money Design first reported a position in NUSC in Q3 2021 and held it in 2 quarters. The position peaked at $832K in Q4 2022. 203 funds tracked by Wall St. Rank hold NUSC as of Q1 2023.

  • Money Design reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Money Design sold 24,350 Nuveen ESG Small-Cap ETF shares in Q1 2023, an estimated $832K.
  • Money Design first reported a position in Nuveen ESG Small-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Money Design's Nuveen ESG Small-Cap ETF position peaked at $832K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2023.

Based on Money Design's 13F filing for Q1 2023, filed 27 Apr 2023.