Carr Financial Group
NUSC icon

Carr Financial Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Carr Financial Group’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
2026
Q3 		$496K Hold
10,219
– – 0.11% 113
2026
Q2 		$533K Hold
10,219
– – 0.12% 107
2026
Q1 		$460K Hold
10,219
– – 0.12% 104
2025
Q4 		$456K Buy
10,219
+104
+1% +$4.64K 0.12% 109
2025
Q3 		$446K Hold
10,115
– – 0.12% 109
2025
Q2 		$412K Hold
10,115
– – 0.12% 110
2025
Q1 		$388K Hold
10,115
– – 0.13% 110
2024
Q4 		$424K Buy
10,115
+115
+1% +$5.02K 0.13% 112
2024
Q3 		$428K Hold
10,000
– – 0.13% 121
2024
Q2 		$393K Hold
10,000
– – 0.13% 122
2024
Q1 		$416K Buy
+10,000
New +$392K 0.14% 115
2023
Q3 		– Sell
-5,727
Closed -$212K – 172
2023
Q2 		$212K Hold
5,727
– – 0.08% 168
2023
Q1 		$203K Buy
+5,727
New +$208K 0.09% 169

Other funds holding NUSC

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Carr Financial Group's NUSC Position: Q3 2026 in Review

Carr Financial Group held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q3 2026 at 10,219 shares worth $496K. The position accounts for 0.11% of the portfolio, ranked #113.

Carr Financial Group first reported a position in NUSC in Q1 2023 and has held it in 13 quarters since. The position peaked at $533K in Q2 2026. 174 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • Carr Financial Group held 10,219 shares of Nuveen ESG Small-Cap ETF worth $496K as of Q3 2026.
  • Carr Financial Group left its Nuveen ESG Small-Cap ETF share count unchanged in Q3 2026.
  • Nuveen ESG Small-Cap ETF made up 0.11% of Carr Financial Group's portfolio in Q3 2026, its #113 holding.
  • Carr Financial Group first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Carr Financial Group's Nuveen ESG Small-Cap ETF position peaked at $533K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Carr Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.