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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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Blue Barn Wealth's NUSC Position: Q4 2025 in Review

Blue Barn Wealth sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2025, closing a stake of 7,059 shares — an estimated $311K sold.

Blue Barn Wealth first reported a position in NUSC in Q2 2021 and held it in 18 quarters. The position peaked at $421K in Q2 2021. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

  • Blue Barn Wealth reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 7,059 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $311K.
  • Blue Barn Wealth first reported a position in Nuveen ESG Small-Cap ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's Nuveen ESG Small-Cap ETF position peaked at $421K in Q2 2021.
  • 259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.