First Foundation Advisors Nuveen Esg Small Cap ETF Transaction History

First Foundation Advisors

$2.59 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	SELL	$38.89 - $42.97 $96,252 - $106,350	-2,475 Reduced 33.22%	4,976 $213,000
Q2 2024 Aug 06, 2024	SELL	$38.12 - $41.14 $44,409 - $47,928	-1,165 Reduced 13.52%	7,451 $293,000
Q1 2024 May 09, 2024	SELL	$37.34 - $41.59 $228,334 - $254,322	-6,115 Reduced 41.51%	8,616 $358,000
Q4 2023 Feb 14, 2024	BUY	$31.77 - $39.59 $47,877 - $59,662	1,507 Added 11.4%	14,731 $575,000
Q3 2023 Nov 15, 2023	BUY	$34.47 - $38.8 $55,496 - $62,467	1,610 Added 13.86%	13,224 $460,000
Q2 2023 Aug 14, 2023	SELL	$33.87 - $37.05 $36,918 - $40,384	-1,090 Reduced 8.58%	11,614 $429,000
Q4 2022 Feb 14, 2023	BUY	$32.62 - $37.2 $414,404 - $472,588	12,704 New	12,704 $434,000
Q2 2022 Aug 12, 2022	BUY	$31.5 - $40.11 $295,092 - $375,750	9,368 New	9,368 $307,000

Others Institutions Holding NUSC

# of Institutions

286

Shares Held

24.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.92M
Shares

$270 Million
0.02% of portfolio
Tiaa, Fsb St. Louis, MO

2.27M
Shares

$88.7 Million
0.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.55M
Shares

$60.5 Million
0.2% of portfolio
Morgan Stanley New York, NY

1.24M
Shares

$48.5 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

1.22M
Shares

$47.7 Million
7.63% of portfolio

About NUVEEN ESG SMALL-CAP ETF

Ticker NUSC
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