Reported 101,280 shares, up 2,385 (2.4%) from the prior quarter.
Reported value 14.7%; share count 2.4% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 2180000 |
| 2022-03-31 | 3233000 |
| 2022-06-30 | 2729000 |
| 2022-09-30 | 2254000 |
| 2022-12-31 | 2436000 |
| 2023-03-31 | 2485000 |
| 2023-06-30 | 2993000 |
| 2023-09-30 | 3452000 |
| 2023-12-31 | 3961000 |
| 2024-03-31 | 4429000 |
| 2024-06-30 | 4409000 |
| 2024-09-30 | 4935000 |
| 2024-12-31 | 5291000 |
| 2025-03-31 | 2694000 |
| 2025-06-30 | 542000 |
| 2025-09-30 | 223000 |
| 2025-12-31 | 708000 |
| 2026-03-31 | 428000 |
| 2026-06-30 | 465000 |
| 2026-09-30 | 428000 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 8,826 | -101 (-1.1%) | < 0.01% | $428,000 | 2026-11-05 | |
| Q2 2026 | Reduced | 8,927 | -571 (-6.0%) | < 0.01% | $465,000 | 2026-08-14 | |
| Q1 2026 | Reduced | 9,498 | -6,353 (-40.1%) | < 0.01% | $428,000 | 2026-05-01 | |
| Q4 2025 | Added | 15,851 | +10,805 (214.1%) | < 0.01% | $708,000 | 2026-02-05 | |
| Q3 2025 | Reduced | 5,046 | -8,247 (-62.0%) | < 0.01% | $223,000 | 2025-11-04 | |
| Q2 2025 | Reduced | 13,293 | -45,565 (-77.4%) | < 0.01% | $542,000 | 2025-08-11 | |
| Q1 2025 | Reduced | 58,858 | -62,001 (-51.3%) | < 0.01% | $2,694,000 | 2025-05-13 | |
| Q4 2024 | Added | 120,859 | +5,641 (4.9%) | 0.01% | $5,291,000 | 2025-02-10 | |
| Q3 2024 | Added | 115,218 | +3,150 (2.8%) | < 0.01% | $4,935,000 | 2024-11-07 | |
| Q2 2024 | Added | 112,068 | +5,568 (5.2%) | < 0.01% | $4,409,000 | 2024-08-13 | |
| Q1 2024 | Added | 106,500 | +5,220 (5.2%) | < 0.01% | $4,429,000 | 2024-05-14 | |
| Q4 2023 | Added | 101,280 | +2,385 (2.4%) | < 0.01% | $3,961,000 | 2024-02-14 | |
| Q3 2023 | Added | 98,895 | +17,826 (22.0%) | < 0.01% | $3,452,000 | 2023-11-14 | |
| Q2 2023 | Added | 81,069 | +10,704 (15.2%) | < 0.01% | $2,993,000 | 2023-08-14 | |
| Q1 2023 | Reduced | 70,365 | -879 (-1.2%) | < 0.01% | $2,485,000 | 2023-05-17 | |
| Q4 2022 | Added | 71,244 | +978 (1.4%) | < 0.01% | $2,436,000 | 2023-02-08 | |
| Q3 2022 | Reduced | 70,266 | -12,914 (-15.5%) | < 0.01% | $2,254,000 | 2022-11-14 | |
| Q2 2022 | Added | 83,180 | +2,043 (2.5%) | < 0.01% | $2,729,000 | 2022-08-16 | |
| Q1 2022 | New | 81,137 | +81,137 (0.0%) | < 0.01% | $3,233,000 | 2022-05-13 | |
| Q4 2021 | Unchanged | 0 | 0 (0.0%) | < 0.01% | $2,180,000 | 2022-02-16 | |
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Who else reported the position
247 managers reported NUVEEN ESG SMALL-CAP ETF for Q4 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Reduced | 5,236,340 | -465,655 | 0.02% | $204,740,880 | 26 qtrs |
| TIAA TRUST NATIONAL ASSOCIATION | Reduced | 1,575,408 | -311,988 | 0.21% | $61,598,453 | 2 qtrs |
| MORGAN STANLEY | Added | 1,324,541 | +20,338 | < 0.01% | $51,789,637 | 23 qtrs |
| Abacus Wealth Partners LLC | Added | 1,175,616 | +43,749 | 7.76% | $45,966,589 | 13 qtrs |
| ROYAL BANK OF CANADA | Added | 1,100,721 | +25,577 | 0.01% | $43,039,000 | 24 qtrs |
| MISSION WEALTH MANAGEMENT LP | Reduced | 799,955 | -18,530 | 1.02% | $31,278,260 | 23 qtrs |
| LPL Financial LLC | Added | 589,744 | +55,083 | 0.01% | $23,058,982 | 25 qtrs |
| UBS Group AG | Reduced | 452,169 | -37,383 | < 0.01% | $17,679,808 | 25 qtrs |
| MERCER GLOBAL ADVISORS INC ADV | Added | 398,322 | +74,563 | 0.05% | $15,574,000 | 10 qtrs |
| AMERIPRISE FINANCIAL INC | Added | 368,472 | +40,269 | < 0.01% | $14,407,267 | 16 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2023
- Filed
- February 14, 2024
- Filing type
- 13F-HR
- Position type
- NUVEEN ESG SMLCP
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 101,280
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.