New York Life Investment Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-6,331	Closed	-$248K	–	1467
2023 Q4	$248K	Sell	6,331 -2,665	-30%	-$93.7K	﹤0.01%	1267
2023 Q3	$313K	Sell	8,996 -4,656	-34%	-$172K	﹤0.01%	1114
2023 Q2	$505K	Sell	13,652 -13,028	-49%	-$460K	0.01%	714
2023 Q1	$945K	Buy	26,680 +4,960	+23%	+$180K	0.01%	612
2022 Q4	$742K	Buy	21,720 +5,870	+37%	+$205K	0.01%	661
2022 Q3	$508K	Sell	15,850 -7,607	-32%	-$268K	0.01%	729
2022 Q2	$770K	Sell	23,457 -1,102	-4%	-$39.6K	0.01%	646
2022 Q1	$978K	Buy	24,559 +5,715	+30%	+$226K	0.05%	39
2021 Q4	$792K	Buy	18,844 +5,108	+37%	+$228K	0.04%	38
2021 Q3	$597K	Buy	+13,736	New	+$606K	0.03%	39

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York Life Investment Management's NUSC Position: Q1 2024 in Review

New York Life Investment Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2024, closing a stake of 6,331 shares — an estimated $248K sold.

New York Life Investment Management first reported a position in NUSC in Q3 2021 and held it in 10 quarters. The position peaked at $978K in Q1 2022. 234 funds tracked by Wall St. Rank hold NUSC as of Q1 2024.

New York Life Investment Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 6,331 Nuveen ESG Small-Cap ETF shares in Q1 2024, an estimated $248K.
New York Life Investment Management first reported a position in Nuveen ESG Small-Cap ETF in Q3 2021 and held it in 10 quarters.
New York Life Investment Management's Nuveen ESG Small-Cap ETF position peaked at $978K in Q1 2022.
234 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.