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Blue Barn Wealth’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Blue Barn Wealth’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,059
Closed -$311K – 122
2025
Q3 		$311K Hold
7,059
– – 0.14% 109
2025
Q2 		$288K Sell
7,059
-1
-0% -$39 0.14% 115
2025
Q1 		$271K Sell
7,060
-419
-6% -$17.4K 0.14% 110
2024
Q4 		$313K Sell
7,479
-165
-2% -$7.2K 0.17% 93
2024
Q3 		$327K Sell
7,644
-3
-0% -$124 0.17% 88
2024
Q2 		$301K Sell
7,647
-730
-9% -$28.9K 0.17% 90
2024
Q1 		$348K Hold
8,377
– – 0.19% 77
2023
Q4 		$328K Sell
8,377
-90
-1% -$3.17K 0.19% 80
2023
Q3 		$295K Sell
8,467
-334
-4% -$12.3K 0.19% 88
2023
Q2 		$326K Sell
8,801
-133
-1% -$4.7K 0.21% 82
2023
Q1 		$316K Hold
8,934
– – 0.2% 88
2022
Q4 		$305K Sell
8,934
-504
-5% -$17.6K 0.2% 78
2022
Q3 		$303K Hold
9,438
– – 0.22% 73
2022
Q2 		$310K Sell
9,438
-58
-0.6% -$2.09K 0.24% 72
2022
Q1 		$378K Buy
9,496
+14
+0.1% +$553 0.26% 62
2021
Q4 		$398K Buy
9,482
+163
+2% +$7.26K 0.27% 60
2021
Q3 		$405K Hold
9,319
– – 0.36% 52
2021
Q2 		$421K Buy
+9,319
New +$414K 0.43% 47

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return