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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Carr Financial Group's NUSC Position: Q2 2026 in Review

Carr Financial Group held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 10,219 shares worth $533K. The position accounts for 0.12% of the portfolio, ranked #107.

Carr Financial Group first reported a position in NUSC in Q1 2023 and has held it in 12 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Carr Financial Group held 10,219 shares of Nuveen ESG Small-Cap ETF worth $533K as of Q2 2026.
Carr Financial Group left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up 0.12% of Carr Financial Group's portfolio in Q2 2026, its #107 holding.
Carr Financial Group first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and has held it in 12 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.