Patriot Financial Group Insurance Agency’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-2,799	Closed	-$92K	–	1421
2022 Q2	$92K	Hold	2,799	–	–	0.02%	572
2022 Q1	$112K	Buy	2,799 +10	+0.4%	+$395	0.02%	556
2021 Q4	$117K	Buy	2,789 +40	+1%	+$1.78K	0.02%	607
2021 Q3	$120K	Sell	2,749 -53	-2%	-$2.34K	0.02%	590
2021 Q2	$127K	Buy	2,802 +2,210	+373%	+$98.3K	0.02%	552
2021 Q1	$25K	Buy	592 +195	+49%	+$8.23K	0.01%	1005
2020 Q4	$15K	Buy	397 +7	+2%	+$242	﹤0.01%	1084
2020 Q3	$12K	Hold	390	–	–	﹤0.01%	979
2020 Q2	$11K	Hold	390	–	–	﹤0.01%	950
2020 Q1	$8K	Buy	390 +89	+30%	+$2.51K	﹤0.01%	930
2019 Q4	$9K	Buy	301 +127	+73%	+$3.82K	﹤0.01%	865
2019 Q3	$5K	Buy	174 +96	+123%	+$2.81K	﹤0.01%	950
2019 Q2	$2K	Buy	+78	New	+$2.27K	﹤0.01%	1136

Other funds holding NUSC

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

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

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

AWP

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

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

MWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's NUSC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2022, closing a stake of 2,799 shares — an estimated $92K sold.

Patriot Financial Group Insurance Agency first reported a position in NUSC in Q2 2019 and held it in 13 quarters. The position peaked at $127K in Q2 2021. 181 funds tracked by Wall St. Rank hold NUSC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,799 Nuveen ESG Small-Cap ETF shares in Q3 2022, an estimated $92K.
Patriot Financial Group Insurance Agency first reported a position in Nuveen ESG Small-Cap ETF in Q2 2019 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Nuveen ESG Small-Cap ETF position peaked at $127K in Q2 2021.
181 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.