Sargent Bickham Lagudis’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$19K	Sell	557 -191	-26%	-$6.67K	﹤0.01%	619
2022 Q3	$24K	Hold	748	–	–	﹤0.01%	543
2022 Q2	$24K	Sell	748 -361	-33%	-$13K	﹤0.01%	557
2022 Q1	$44K	Hold	1,109	–	–	﹤0.01%	481
2021 Q4	$47K	Buy	1,109 +579	+109%	+$25.8K	﹤0.01%	466
2021 Q3	$23K	Buy	530 +7	+1%	+$309	﹤0.01%	580
2021 Q2	$24K	Buy	523 +20	+4%	+$889	﹤0.01%	581
2021 Q1	$22K	Buy	+503	New	+$21.2K	﹤0.01%	573

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sargent Bickham Lagudis's NUSC Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 26% in Q4 2022, selling an estimated $6.67K and leaving 557 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Sargent Bickham Lagudis first reported a position in NUSC in Q1 2021 and has held it in 8 quarters since. The position peaked at $47K in Q4 2021. 206 funds tracked by Wall St. Rank hold NUSC as of Q4 2022.

Sargent Bickham Lagudis held 557 shares of Nuveen ESG Small-Cap ETF worth $19K as of Q4 2022.
Sargent Bickham Lagudis sold 191 Nuveen ESG Small-Cap ETF shares in Q4 2022, an estimated $6.67K.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #619 holding.
Sargent Bickham Lagudis first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and has held it in 8 quarters since.
Sargent Bickham Lagudis's Nuveen ESG Small-Cap ETF position peaked at $47K in Q4 2021.
206 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.