Designed to provide broad exposure to the Style Box - Small Cap Growth category of the market, the Nuveen ESG Small-Cap ETF (NUSC) is a smart beta exchange traded fund launched on 12/13/2016.
The Nuveen ESG Small-Cap ETF (NUSC) made its debut on 12/13/2016, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Growth category of the market.
Small-cap stocks have historically rewarded patient investors willing to endure volatility in exchange for growth potential.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 22,010 | $854,007.04 | $1.12M | $267,182.36 | 31.29% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 8,978 | $362,254.04 | $459,538.93 | $97,284.89 | 26.86% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 5,305 | $177,038.33 | $270,767.2 | $93,728.87 | 52.94% |
| SN SueAnn Niehaus West Bancorporation Inc | 7,986 | $352,182.6 | $406,806.84 | $54,624.24 | 15.51% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 16,359 | $646,732.44 | $832,918.48 | $186,186.04 | 28.79% |
| BATS Exchange | US Country |
This company operates in the finance sector, focusing on investment opportunities that not only promise returns but also adhere to socially responsible investment criteria. It specializes in managing a fund that primarily invests in small-cap companies in the United States, integrating environmental, social, and governance (ESG) factors into its investment selection process. By committing to invest at least 80% of its net assets and any borrowed amounts for investment purposes in equities that are part of an ESG-focused index, the company aims to align investors' financial goals with their values, offering a pathway to contribute positively towards social and environmental outcomes while seeking financial growth.
This product is the cornerstone of the company's offerings, targeting equity securities from small-capitalization companies that are listed on U.S. exchanges. These companies are carefully selected based on their fulfillment of specific ESG criteria, ensuring that investments contribute to positive social and environmental outcomes. The fund aims to provide investors with the dual benefit of achieving competitive returns and supporting sustainable business practices.
Apart from the direct investment fund, the company also offers investment advisory services tailored to the needs of clients who wish to build a portfolio that reflects their ethical convictions alongside their financial objectives. These services include personalized portfolio management, ESG compliance assessment, and strategic investment planning, all designed to help clients navigate the complexities of socially responsible investing.