ETFs

Stifel Financial Corp Increases Stake in Nuveen ESG Small-Cap ETF

Published December 15, 2024

Stifel Financial Corp has increased its holdings in the Nuveen ESG Small-Cap ETF (BATS:NUSC – Free Report) by 1.4% during the third quarter, according to a recent filing with the SEC. Following the purchase of an additional 1,970 shares, the firm now owns a total of 139,688 shares of the ETF. This positions Stifel Financial Corp with ownership of 0.49% of Nuveen ESG Small-Cap ETF, which is valued at approximately $5,984,000.

Several other institutional investors and hedge funds have also made adjustments to their positions in the fund. For example, ORG Partners LLC established a new stake in the Nuveen ESG Small-Cap ETF in the second quarter, valued at about $39,000. Meanwhile, Aptus Capital Advisors LLC acquired a new stake during the third quarter, with a value close to $54,000. US Bancorp DE increased its holding in the ETF by 20.7% during the third quarter, bringing its total share count to 3,297, valued at $141,000 after an additional purchase of 566 shares. Similarly, Milestone Investment Advisors LLC raised its stake by 48.2%, now owning 3,300 shares valued at $141,000 following the acquisition of 1,073 shares in the previous quarter. Additionally, Schneider Downs Wealth Management Advisors LP entered a new position in the ETF during the third quarter, valued at $206,000.

Nuveen ESG Small-Cap ETF Price Performance

The Nuveen ESG Small-Cap ETF has shown a price performance trend with shares opening at $44.51 on Friday. The 50-day moving average price is $44.05, while the 200-day moving average sits at $41.93. With a market capitalization of $1.27 billion, the ETF reports a P/E ratio of 15.74 and carries a beta of 1.17. Notably, the ETF's price has fluctuated over the past year, with a low of $24.96 and a high of $29.93.

Nuveen ESG Small-Cap ETF Company Profile

The Nuveen ESG Small-Cap ETF (NUSC) is an exchange-traded fund that tracks the MSCI TIAA ESG USA Small Cap index. This fund focuses on small-cap companies listed on U.S. exchanges while applying stringent environmental, social, and governance (ESG) criteria to screen its holdings. Launched on December 13, 2016, it is managed by Nuveen.

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Stifel, ETF, Nuveen