NWM
NUSC icon

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

Navigation 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
2022
Q2 		– Sell
-6
Closed – – 48
2022
Q1 		$0 Buy
+6
New +$237 ﹤0.01% 60
2021
Q4 		– Sell
-6
Closed -$1K – 81
2021
Q3 		$1K Hold
6
– – 0.01% 88
2021
Q2 		$0 Buy
+6
New +$267 ﹤0.01% 82

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
Royal Bank of Canada
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
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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

Navigation Wealth Management's NUSC Position: Q2 2022 in Review

Navigation Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2022, closing a stake of 6 shares.

Navigation Wealth Management first reported a position in NUSC in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 187 funds tracked by Wall St. Rank hold NUSC as of Q2 2022.

  • Navigation Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 6 Nuveen ESG Small-Cap ETF shares in Q2 2022.
  • Navigation Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2021 and held it in 3 quarters.
  • Navigation Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $1K in Q3 2021.
  • 187 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2022.

Based on Navigation Wealth Management's 13F filing for Q2 2022, filed 7 Nov 2022.