Stonehearth Capital Management LLC reduced its stake in Nuveen ESG Small-Cap ETF (NUSC) by 0.5% in the third quarter, as per its latest Form 13F filing with the SEC. The firm held 59,894 shares after selling 276 shares during the period. NUSC represents approximately 1.0% of Stonehearth s portfolio, making it its 20th largest holding. The company s investment in NUSC was valued at $2,566,000 at the end of the quarter. Other significant investors also adjusted their positions in NUSC during the fourth quarter. Stifel Financial Corp increased its holdings by 2.0%, owning 130,079 shares worth $5,086,000 after purchasing an additional 2,578 shares. Wescott Financial Advisory Group LLC also boosted its stake by 2.6%, holding 37,399 shares valued at $1,462,000 after acquiring 936 shares. Clarity Asset Management Inc., Adroit Compliance LLC, and EP Wealth Advisors LLC each made new investments in NUSC during the same period, with values of $87,000, $1,364,000, and $308,000 respectively. NUSC, with a market cap of $1.21 billion, a P/E ratio of 15.74, and a beta of 1.17, experienced a slight decline of 0.1% in its trading value, opening at $42.29 on Thursday. The fund s 12-month low and high are $24.96 and $29.93, respectively. NUSC is an ETF based on the MSCI TIAA ESG USA Small Cap index, tracking a multi-factor-weighted index of small-cap companies listed on US exchanges. It screens holdings for ESG criteria and is managed by Nuveen. For more information on
Source: tickerreport.comPublished on 2024-10-03
Related news
- X - trackers MSCI united states ESG Leaders Equity ETF ( NYSEARCA : USSG ) Hits New 1 - Year High at $49 . 71
- First Foundation Advisors Has $423 , 000 Stock Holdings in Nuveen ESG Mid - Cap Growth ETF ( BATS : NUMG )
- Bellevue Asset Management LLC Acquires 33 , 891 Shares of JPMorgan Nasdaq Equity Premium Income ETF ( NASDAQ : JEPQ )
- Assetmark Inc . Has $2 . 83 Million Stock Position in Nuveen ESG Large - Cap Growth ETF ( BATS : NULG )
- Envestnet Portfolio Solutions Inc . Reduces Stock Holdings in iShares ESG Aware MSCI united states ETF ( NASDAQ : ESGU )
- M & T Bank Corp Raises Position in iShares ESG Aware MSCI EAFE ETF ( NASDAQ : ESGD )
- IQ Candriam ESG U . S . Large Cap Equity ETF ( NYSEARCA : IQSU ) Shares Up 0 %
- XML Financial LLC Invests $208 , 000 in iShares ESG Aware MSCI EAFE ETF ( NASDAQ : ESGD )
- Eaton Financial Holdings Company LLC Grows Stock Position in JPMorgan Nasdaq Equity Premium Income ETF ( NASDAQ : JEPQ )
- Monterey Private Wealth Inc . Has $3 . 76 Million Stake in Vanguard ESG US Stock ETF ( BATS : ESGV )
- Vanguard ESG US Stock ETF ( BATS : ESGV ) Shares Purchased by Relyea Zuckerberg Hanson LLC
- Vicus Capital Has $413 , 000 Stock Holdings in Inspire Global Hope ETF ( NYSEARCA : BLES )
- Cwm LLC Lowers Position in iShares ESG Aware MSCI EAFE ETF ( NASDAQ : ESGD )
- iShares MSCI united states ESG Select ETF ( NYSEARCA : SUSA ) Shares Purchased by Archvest Wealth Advisors Inc .
- Ritholtz Wealth Management Lowers Stock Holdings in iShares MSCI united states ESG Select ETF ( NYSEARCA : SUSA )