TCWP’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

TCWP’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 Q2	–	Sell	-98	Closed	-$3K	–	1234
2022 Q1	$3K	Buy	+98	New	+$3.87K	﹤0.01%	1220

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

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

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

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

CIA

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

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

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

TCWP's NUSC Position: Q2 2022 in Review

TCWP sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2022, closing a stake of 98 shares — an estimated $3K sold.

TCWP first reported a position in NUSC in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 187 funds tracked by Wall St. Rank hold NUSC as of Q2 2022.

TCWP reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 98 Nuveen ESG Small-Cap ETF shares in Q2 2022, an estimated $3K.
TCWP first reported a position in Nuveen ESG Small-Cap ETF in Q1 2022 and held it in 1 quarter.
TCWP's Nuveen ESG Small-Cap ETF position peaked at $3K in Q1 2022.
187 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.