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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
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
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return