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Plante Moran Financial Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Plante Moran Financial Advisors’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
2023
Q2 		– Sell
-220
Closed -$7.8K – 845
2023
Q1 		$7.8K Buy
+220
New +$8K ﹤0.01% 595

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plante Moran Financial Advisors's NUSC Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2023, closing a stake of 220 shares — an estimated $7.8K sold.

Plante Moran Financial Advisors first reported a position in NUSC in Q1 2023 and held it in 1 quarter. The position peaked at $7.8K in Q1 2023. 212 funds tracked by Wall St. Rank hold NUSC as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 220 Nuveen ESG Small-Cap ETF shares in Q2 2023, an estimated $7.8K.
  • Plante Moran Financial Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Nuveen ESG Small-Cap ETF position peaked at $7.8K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.