Nations Financial Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Nations Financial Group’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
2022 Q1	–	Sell	-5,025	Closed	-$211K	–	553
2021 Q4	$211K	Sell	5,025 -2,440	-33%	-$109K	0.03%	455
2021 Q3	$325K	Sell	7,465 -5,596	-43%	-$247K	0.05%	339
2021 Q2	$590K	Sell	13,061 -2,884	-18%	-$128K	0.1%	234
2021 Q1	$686K	Buy	+15,945	New	+$673K	0.16%	175

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nations Financial Group's NUSC Position: Q1 2022 in Review

Nations Financial Group sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2022, closing a stake of 5,025 shares — an estimated $211K sold.

Nations Financial Group first reported a position in NUSC in Q1 2021 and held it in 4 quarters. The position peaked at $686K in Q1 2021. 180 funds tracked by Wall St. Rank hold NUSC as of Q1 2022.

Nations Financial Group reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Nations Financial Group sold 5,025 Nuveen ESG Small-Cap ETF shares in Q1 2022, an estimated $211K.
Nations Financial Group first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and held it in 4 quarters.
Nations Financial Group's Nuveen ESG Small-Cap ETF position peaked at $686K in Q1 2021.
180 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2022.

Based on Nations Financial Group's 13F filing for Q1 2022, filed 13 May 2022.