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TD Ameritrade Investment Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-5,282
Closed -$195K – 327
2023
Q2 		$195K Sell
5,282
-1,565
-23% -$55.3K ﹤0.01% 168
2023
Q1 		$242K Sell
6,847
-606
-8% -$22K ﹤0.01% 162
2022
Q4 		$254K Sell
7,453
-1,984
-21% -$69.2K ﹤0.01% 180
2022
Q3 		$303K Buy
9,437
+742
+9% +$26.1K ﹤0.01% 177
2022
Q2 		$285K Sell
8,695
-238
-3% -$8.56K ﹤0.01% 199
2022
Q1 		$356K Buy
8,933
+5,108
+134% +$202K ﹤0.01% 207
2021
Q4 		$160K Buy
3,825
+860
+29% +$38.3K ﹤0.01% 254
2021
Q3 		$88K Buy
2,965
+138
+5% +$6.09K ﹤0.01% 269
2021
Q2 		$128K Buy
2,827
+108
+4% +$4.8K ﹤0.01% 264
2021
Q1 		$104K Hold
2,719
– – ﹤0.01% 266
2020
Q4 		$104K Sell
2,719
-246
-8% -$8.51K ﹤0.01% 266
2020
Q3 		$88K Buy
2,965
+400
+16% +$11.7K ﹤0.01% 269
2020
Q2 		$70K Sell
2,565
-4,402
-63% -$110K ﹤0.01% 277
2020
Q1 		$150K Buy
6,967
+6,966
+696,600% +$196K ﹤0.01% 214
2019
Q4 		$0 Sell
1
-2
-67% -$60 ﹤0.01% 646
2019
Q3 		$0 Sell
3
-22,553
-100% -$660K ﹤0.01% 693
2019
Q2 		$667K Buy
22,556
+3,156
+16% +$92K 0.01% 135
2019
Q1 		$557K Buy
19,400
+7,773
+67% +$216K ﹤0.01% 133
2018
Q4 		$288K Buy
11,627
+4,814
+71% +$136K ﹤0.01% 139
2018
Q3 		$215K Buy
+6,813
New +$215K ﹤0.01% 136

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

TD Ameritrade Investment Management's NUSC Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2023, closing a stake of 5,282 shares — an estimated $195K sold.

TD Ameritrade Investment Management first reported a position in NUSC in Q3 2018 and held it in 20 quarters. The position peaked at $667K in Q2 2019. 207 funds tracked by Wall St. Rank hold NUSC as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 5,282 Nuveen ESG Small-Cap ETF shares in Q3 2023, an estimated $195K.
  • TD Ameritrade Investment Management first reported a position in Nuveen ESG Small-Cap ETF in Q3 2018 and held it in 20 quarters.
  • TD Ameritrade Investment Management's Nuveen ESG Small-Cap ETF position peaked at $667K in Q2 2019.
  • 207 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.