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Sugarloaf Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Sugarloaf Wealth Management’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
2020
Q4 		– Sell
-734
Closed – – 744
2020
Q3 		$0 Buy
+734
New +$21.4K ﹤0.01% 705

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
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's NUSC Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2020, closing a stake of 734 shares.

Sugarloaf Wealth Management first reported a position in NUSC in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 109 funds tracked by Wall St. Rank hold NUSC as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 734 Nuveen ESG Small-Cap ETF shares in Q4 2020.
  • Sugarloaf Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $0 in Q3 2020.
  • 109 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.