Vahanian & Associates Financial Planning’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Vahanian & Associates Financial Planning’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 Q4	$483K	Buy	12,360 +667	+6%	+$23.5K	1.91%	17
2023 Q3	$407K	Sell	11,693 -63	-0.5%	-$2.32K	1.31%	26
2023 Q2	$435K	Buy	11,756 +675	+6%	+$23.9K	1.37%	25
2023 Q1	$392K	Sell	11,081 -212	-2%	-$7.71K	1.09%	32
2022 Q4	$386K	Buy	11,293 +174	+2%	+$6.07K	1.26%	31
2022 Q3	$357K	Sell	11,119 -1,036	-9%	-$36.5K	1.23%	33
2022 Q2	$399K	Sell	12,155 -53	-0.4%	-$1.91K	1.72%	19
2022 Q1	$486K	Buy	12,208 +2,408	+25%	+$95.1K	1.12%	25
2021 Q4	$412K	Buy	+9,800	New	+$437K	0.33%	85

Other funds holding NUSC

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $8.18B AUM 28.28% 1-Year Est. Return

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

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

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

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

Vahanian & Associates Financial Planning's NUSC Position: Q4 2023 in Review

Vahanian & Associates Financial Planning increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 5.7% in Q4 2023, buying an estimated $23.5K and bringing the position to 12,360 shares worth $483K. The position accounts for 1.91% of the portfolio, ranked #17.

Vahanian & Associates Financial Planning first reported a position in NUSC in Q4 2021 and has held it in 9 quarters since. The position peaked at $486K in Q1 2022. 227 funds tracked by Wall St. Rank hold NUSC as of Q4 2023.

Vahanian & Associates Financial Planning held 12,360 shares of Nuveen ESG Small-Cap ETF worth $483K as of Q4 2023.
Vahanian & Associates Financial Planning bought 667 Nuveen ESG Small-Cap ETF shares in Q4 2023, an estimated $23.5K.
Nuveen ESG Small-Cap ETF made up 1.91% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #17 holding.
Vahanian & Associates Financial Planning first reported a position in Nuveen ESG Small-Cap ETF in Q4 2021 and has held it in 9 quarters since.
Vahanian & Associates Financial Planning's Nuveen ESG Small-Cap ETF position peaked at $486K in Q1 2022.
227 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.