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

Retirement 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
2024 Q1	$23.2K	Hold	557	–	–	0.01%	342
2023 Q4	$21.8K	Sell	557 -770	-58%	-$27.1K	0.01%	330
2023 Q3	$46.2K	Hold	1,327	–	–	0.02%	216
2023 Q2	$49.1K	Hold	1,327	–	–	0.02%	207
2023 Q1	$47K	Hold	1,327	–	–	0.02%	203
2022 Q4	$45K	Buy	1,327 +1,036	+356%	+$36.2K	0.02%	193
2022 Q3	$9K	Sell	291 -2,536	-90%	-$89.3K	0.01%	264
2022 Q2	$93K	Hold	2,827	–	–	0.04%	161
2022 Q1	$113K	Buy	2,827 +291	+11%	+$11.5K	0.04%	157
2021 Q4	$107K	Buy	2,536 +770	+44%	+$34.3K	0.05%	161
2021 Q3	$77K	Hold	1,766	–	–	0.04%	183
2021 Q2	$80K	Buy	1,766 +336	+23%	+$14.9K	0.04%	182
2021 Q1	$62K	Hold	1,430	–	–	0.03%	250
2020 Q4	$54K	Hold	1,430	–	–	0.02%	255
2020 Q3	$42K	Hold	1,430	–	–	0.02%	266
2020 Q2	$39K	Buy	+1,430	New	+$35.9K	0.02%	262
2019 Q4	$35K	Buy	+1,113	New	+$33.5K	0.02%	256

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 $377B AUM 19.32% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Group's NUSC Position: Q1 2024 in Review

Retirement Group held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q1 2024 at 557 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #342.

Retirement Group first reported a position in NUSC in Q4 2019 and has held it in 17 quarters since. The position peaked at $113K in Q1 2022. 234 funds tracked by Wall St. Rank hold NUSC as of Q1 2024.

Retirement Group held 557 shares of Nuveen ESG Small-Cap ETF worth $23.2K as of Q1 2024.
Retirement Group left its Nuveen ESG Small-Cap ETF share count unchanged in Q1 2024.
Nuveen ESG Small-Cap ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #342 holding.
Retirement Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Nuveen ESG Small-Cap ETF position peaked at $113K in Q1 2022.
234 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.