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Retirement Capital Strategies’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Retirement Capital Strategies’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
Q3 		– Sell
-12,601
Closed -$569K – 81
2021
Q2 		$569K Sell
12,601
-18,472
-59% -$821K 0.22% 54
2021
Q1 		$1.34M Buy
+31,073
New +$1.31M 0.53% 37

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Retirement Capital Strategies's NUSC Position: Q3 2021 in Review

Retirement Capital Strategies sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2021, closing a stake of 12,601 shares — an estimated $569K sold.

Retirement Capital Strategies first reported a position in NUSC in Q1 2021 and held it in 2 quarters. The position peaked at $1.34M in Q1 2021. 162 funds tracked by Wall St. Rank hold NUSC as of Q3 2021.

  • Retirement Capital Strategies reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Retirement Capital Strategies sold 12,601 Nuveen ESG Small-Cap ETF shares in Q3 2021, an estimated $569K.
  • Retirement Capital Strategies first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and held it in 2 quarters.
  • Retirement Capital Strategies's Nuveen ESG Small-Cap ETF position peaked at $1.34M in Q1 2021.
  • 162 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2021.

Based on Retirement Capital Strategies's 13F filing for Q3 2021, filed 28 Oct 2021.