Raymond James Financial Services Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Raymond James Financial Services 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
2024 Q3	$2.81M	Buy	65,630 +2,179	+3%	+$89.8K	﹤0.01%	1541
2024 Q2	$2.5M	Sell	63,451 -2,826	-4%	-$112K	﹤0.01%	1542
2024 Q1	$2.76M	Buy	66,277 +1,061	+2%	+$41.6K	﹤0.01%	1476
2023 Q4	$2.55M	Sell	65,216 -16,666	-20%	-$586K	﹤0.01%	1445
2023 Q3	$2.85M	Buy	81,882 +1,104	+1%	+$40.7K	0.01%	1301
2023 Q2	$2.99M	Buy	80,778 +4,049	+5%	+$143K	0.01%	1295
2023 Q1	$2.72M	Buy	76,729 +5,557	+8%	+$202K	0.01%	1310
2022 Q4	$2.43M	Sell	71,172 -9,553	-12%	-$333K	﹤0.01%	1342
2022 Q3	$2.59M	Buy	80,725 +7,931	+11%	+$279K	0.01%	1281
2022 Q2	$2.39M	Buy	72,794 +3,460	+5%	+$124K	0.01%	1347
2022 Q1	$2.76M	Buy	69,334 +12,701	+22%	+$502K	0.01%	1313
2021 Q4	$2.38M	Buy	56,633 +6,652	+13%	+$296K	﹤0.01%	1418
2021 Q3	$2.17M	Buy	49,981 +5,809	+13%	+$256K	﹤0.01%	1442
2021 Q2	$1.99M	Buy	44,172 +12,280	+39%	+$546K	﹤0.01%	1469
2021 Q1	$1.37M	Buy	31,892 +9,051	+40%	+$382K	﹤0.01%	1633
2020 Q4	$876K	Buy	22,841 +7,025	+44%	+$243K	﹤0.01%	1771
2020 Q3	$469K	Buy	15,816 +4,948	+46%	+$144K	﹤0.01%	2009
2020 Q2	$298K	Buy	10,868 +898	+9%	+$22.5K	﹤0.01%	2240
2020 Q1	$215K	Sell	9,970 -1,512	-13%	-$42.6K	﹤0.01%	2033
2019 Q4	$358K	Buy	11,482 +1,703	+17%	+$51.2K	﹤0.01%	2205
2019 Q3	$286K	Sell	9,779 -1,655	-14%	-$48.4K	﹤0.01%	2278
2019 Q2	$338K	Buy	11,434 +3,250	+40%	+$94.7K	﹤0.01%	2192
2019 Q1	$235K	Buy	+8,184	New	+$228K	﹤0.01%	2407
2018 Q4	–	Sell	-6,468	Closed	-$204K	–	2744
2018 Q3	$204K	Buy	+6,468	New	+$205K	﹤0.01%	2527

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 $1.65B AUM 16.63% 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

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

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

Raymond James Financial Services Advisors's NUSC Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 3.4% in Q3 2024, buying an estimated $89.8K and bringing the position to 65,630 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Raymond James Financial Services Advisors first reported a position in NUSC in Q3 2018 and has held it in 24 quarters since. The position peaked at $2.99M in Q2 2023. 239 funds tracked by Wall St. Rank hold NUSC as of Q3 2024.

Raymond James Financial Services Advisors held 65,630 shares of Nuveen ESG Small-Cap ETF worth $2.81M as of Q3 2024.
Raymond James Financial Services Advisors bought 2,179 Nuveen ESG Small-Cap ETF shares in Q3 2024, an estimated $89.8K.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1541 holding.
Raymond James Financial Services Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q3 2018 and has held it in 24 quarters since.
Raymond James Financial Services Advisors's Nuveen ESG Small-Cap ETF position peaked at $2.99M in Q2 2023.
239 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.