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

SVA 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	$2.71M	Buy	70,787 +6,054	+9%	+$209K	0.24%	79
2020 Q3	$1.92M	Sell	64,733 -1,281	-2%	-$37.4K	0.19%	96
2020 Q2	$1.81M	Buy	66,014 +6,048	+10%	+$152K	0.19%	96
2020 Q1	$1.29M	Buy	59,966 +14,031	+31%	+$395K	0.15%	111
2019 Q4	$1.43M	Buy	45,935 +7,054	+18%	+$212K	0.13%	111
2019 Q3	$1.14M	Buy	38,881 +1,102	+3%	+$32.3K	0.11%	115
2019 Q2	$1.12M	Buy	37,779 +2,975	+9%	+$86.7K	0.11%	121
2019 Q1	$1M	Buy	+34,804	New	+$969K	0.1%	126

Other funds holding NUSC

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

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

AWP

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MWM

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

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

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

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

SVA Wealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 9.4% in Q4 2020, buying an estimated $209K and bringing the position to 70,787 shares worth $2.71M. The position accounts for 0.24% of the portfolio, ranked #79.

SVA Wealth Management first reported a position in NUSC in Q1 2019 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold NUSC as of Q4 2020.

SVA Wealth Management held 70,787 shares of Nuveen ESG Small-Cap ETF worth $2.71M as of Q4 2020.
SVA Wealth Management bought 6,054 Nuveen ESG Small-Cap ETF shares in Q4 2020, an estimated $209K.
Nuveen ESG Small-Cap ETF made up 0.24% of SVA Wealth Management's portfolio in Q4 2020, its #79 holding.
SVA Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2019 and has held it in 8 quarters since.
109 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.