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Moneywise Inc’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Moneywise Inc’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
2024
Q1 		– Sell
-5,259
Closed -$206K – 62
2023
Q4 		$206K Buy
+5,259
New +$185K 0.12% 51
2022
Q4 		– Sell
-6,453
Closed -$207K – 51
2022
Q3 		$207K Hold
6,453
– – 0.17% 46
2022
Q2 		$212K Buy
+6,453
New +$232K 0.17% 47

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
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moneywise Inc's NUSC Position: Q1 2024 in Review

Moneywise Inc sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2024, closing a stake of 5,259 shares — an estimated $206K sold.

Moneywise Inc first reported a position in NUSC in Q2 2022 and held it in 3 quarters. The position peaked at $212K in Q2 2022. 234 funds tracked by Wall St. Rank hold NUSC as of Q1 2024.

  • Moneywise Inc reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Moneywise Inc sold 5,259 Nuveen ESG Small-Cap ETF shares in Q1 2024, an estimated $206K.
  • Moneywise Inc first reported a position in Nuveen ESG Small-Cap ETF in Q2 2022 and held it in 3 quarters.
  • Moneywise Inc's Nuveen ESG Small-Cap ETF position peaked at $212K in Q2 2022.
  • 234 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2024.

Based on Moneywise Inc's 13F filing for Q1 2024, filed 22 Apr 2024.