Private Capital Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Private Capital 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
2021 Q4	–	Sell	-500	Closed	-$22K	–	2158
2021 Q3	$22K	Hold	500	–	–	0.01%	1039
2021 Q2	$23K	Hold	500	–	–	0.01%	1022
2021 Q1	$22K	Hold	500	–	–	0.01%	1025
2020 Q4	$19K	Hold	500	–	–	﹤0.01%	1202
2020 Q3	$15K	Hold	500	–	–	﹤0.01%	1191
2020 Q2	$14K	Hold	500	–	–	﹤0.01%	1229
2020 Q1	$11K	Buy	+500	New	+$14.1K	﹤0.01%	1247

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $672B AUM 33.48% 1-Year Est. Return

CIA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Private Capital Group's NUSC Position: Q4 2021 in Review

Private Capital Group sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2021, closing a stake of 500 shares — an estimated $22K sold.

Private Capital Group first reported a position in NUSC in Q1 2020 and held it in 7 quarters. The position peaked at $23K in Q2 2021. 178 funds tracked by Wall St. Rank hold NUSC as of Q4 2021.

Private Capital Group reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Private Capital Group sold 500 Nuveen ESG Small-Cap ETF shares in Q4 2021, an estimated $22K.
Private Capital Group first reported a position in Nuveen ESG Small-Cap ETF in Q1 2020 and held it in 7 quarters.
Private Capital Group's Nuveen ESG Small-Cap ETF position peaked at $23K in Q2 2021.
178 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2021.

Based on Private Capital Group's 13F filing for Q4 2021, filed 24 Jan 2022.