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

Provence Wealth Management 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
2023
Q4 		$1.52K Hold
39
– – ﹤0.01% 406
2023
Q3 		$1.36K Buy
+39
New +$1.44K ﹤0.01% 417

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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 $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Provence Wealth Management Group's NUSC Position: Q4 2023 in Review

Provence Wealth Management Group held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q4 2023 at 39 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Provence Wealth Management Group first reported a position in NUSC in Q3 2023 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold NUSC as of Q4 2023.

  • Provence Wealth Management Group held 39 shares of Nuveen ESG Small-Cap ETF worth $1.52K as of Q4 2023.
  • Provence Wealth Management Group left its Nuveen ESG Small-Cap ETF share count unchanged in Q4 2023.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #406 holding.
  • Provence Wealth Management Group first reported a position in Nuveen ESG Small-Cap ETF in Q3 2023 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.