Wipfli Financial Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Wipfli Financial Advisors’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 Q3	$41K	Buy	+1,282	New	+$45.1K	﹤0.01%	1196

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

MWM

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

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

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

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

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

Wipfli Financial Advisors's NUSC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q3 2022: 1,282 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #1196 among its holdings.

181 funds tracked by Wall St. Rank hold NUSC as of Q3 2022.

Wipfli Financial Advisors held 1,282 shares of Nuveen ESG Small-Cap ETF worth $41K as of Q3 2022.
Nuveen ESG Small-Cap ETF was a new Wipfli Financial Advisors position in Q3 2022.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1196 holding.
181 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.