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Sharkey, Howes & Javer’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Sharkey, Howes & Javer’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 		– Sell
-11,929
Closed -$382K – 108
2022
Q3 		$382K Buy
+11,929
New +$420K 0.08% 85

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sharkey, Howes & Javer's NUSC Position: Q4 2022 in Review

Sharkey, Howes & Javer sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2022, closing a stake of 11,929 shares — an estimated $382K sold.

Sharkey, Howes & Javer first reported a position in NUSC in Q3 2022 and held it in 1 quarter. The position peaked at $382K in Q3 2022. 206 funds tracked by Wall St. Rank hold NUSC as of Q4 2022.

  • Sharkey, Howes & Javer reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 11,929 Nuveen ESG Small-Cap ETF shares in Q4 2022, an estimated $382K.
  • Sharkey, Howes & Javer first reported a position in Nuveen ESG Small-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Nuveen ESG Small-Cap ETF position peaked at $382K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2022.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2022, filed 30 Jan 2023.