Sand Hill Global Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Sand Hill Global 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
2023 Q4	–	Sell	-31,818	Closed	-$1.11M	–	165
2023 Q3	$1.11M	Sell	31,818 -521	-2%	-$19.2K	0.06%	88
2023 Q2	$1.2M	Hold	32,339	–	–	0.06%	92
2023 Q1	$1.15M	Sell	32,339 -8,817	-21%	-$321K	0.06%	94
2022 Q4	$1.41M	Buy	41,156 +14,245	+53%	+$497K	0.08%	94
2022 Q3	$863K	Buy	+26,911	New	+$947K	0.05%	101

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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 $4.86B AUM 22.78% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sand Hill Global Advisors's NUSC Position: Q4 2023 in Review

Sand Hill Global Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2023, closing a stake of 31,818 shares — an estimated $1.11M sold.

Sand Hill Global Advisors first reported a position in NUSC in Q3 2022 and held it in 5 quarters. The position peaked at $1.41M in Q4 2022. 227 funds tracked by Wall St. Rank hold NUSC as of Q4 2023.

Sand Hill Global Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Sand Hill Global Advisors sold 31,818 Nuveen ESG Small-Cap ETF shares in Q4 2023, an estimated $1.11M.
Sand Hill Global Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q3 2022 and held it in 5 quarters.
Sand Hill Global Advisors's Nuveen ESG Small-Cap ETF position peaked at $1.41M in Q4 2022.
227 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2023.

Based on Sand Hill Global Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.