WAP
NUSC icon

Wealthcare Advisory Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Wealthcare Advisory Partners’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
-5,244
Closed -$218K – 855
2024
Q1 		$218K Hold
5,244
– – 0.01% 752
2023
Q4 		$205K Buy
+5,244
New +$184K 0.01% 715

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 $1.1B AUM 14.74% 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 $4.86B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthcare Advisory Partners's NUSC Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2024, closing a stake of 5,244 shares — an estimated $218K sold.

Wealthcare Advisory Partners first reported a position in NUSC in Q4 2023 and held it in 2 quarters. The position peaked at $218K in Q1 2024. 232 funds tracked by Wall St. Rank hold NUSC as of Q2 2024.

  • Wealthcare Advisory Partners reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5,244 Nuveen ESG Small-Cap ETF shares in Q2 2024, an estimated $218K.
  • Wealthcare Advisory Partners first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Nuveen ESG Small-Cap ETF position peaked at $218K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.