Tucker Asset Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Tucker Asset 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
2024 Q2	–	Sell	-15	Closed	-$624	–	1757
2024 Q1	$624	Hold	15	–	–	﹤0.01%	1488
2023 Q4	$587	Hold	15	–	–	﹤0.01%	1303
2023 Q3	$522	Hold	15	–	–	﹤0.01%	1250
2023 Q2	$555	Hold	15	–	–	﹤0.01%	1027
2023 Q1	$531	Hold	15	–	–	﹤0.01%	1050
2022 Q4	$514	Buy	+15	New	+$523	﹤0.01%	696

Other funds holding NUSC

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

AWP

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

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

MWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tucker Asset Management's NUSC Position: Q2 2024 in Review

Tucker Asset Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2024, closing a stake of 15 shares — an estimated $624 sold.

Tucker Asset Management first reported a position in NUSC in Q4 2022 and held it in 6 quarters. The position peaked at $624 in Q1 2024. 232 funds tracked by Wall St. Rank hold NUSC as of Q2 2024.

Tucker Asset Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Tucker Asset Management sold 15 Nuveen ESG Small-Cap ETF shares in Q2 2024, an estimated $624.
Tucker Asset Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and held it in 6 quarters.
Tucker Asset Management's Nuveen ESG Small-Cap ETF position peaked at $624 in Q1 2024.
232 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.