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Shotwell Rutter Baer’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Shotwell Rutter Baer’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 		$751K Sell
14,409
-2
-0% -$98 0.41% 22
2026
Q1 		$649K Sell
14,411
-23
-0.2% -$1.07K 0.38% 23
2025
Q4 		$671K Sell
14,434
-143
-1% -$6.38K 0.4% 22
2025
Q3 		$650K Buy
14,577
+1,447
+11% +$61.5K 0.42% 23
2025
Q2 		$552K Buy
13,130
+300
+2% +$11.6K 0.38% 24
2025
Q1 		$446K Buy
12,830
+768
+6% +$31.9K 0.39% 28
2024
Q4 		$499K Sell
12,062
-20
-0.2% -$873 0.42% 24
2024
Q3 		$513K Buy
12,082
+965
+9% +$39.8K 0.42% 23
2024
Q2 		$432K Buy
+11,117
New +$441K 0.38% 24
2024
Q1 		– Sell
-11,271
Closed -$428K – 24
2023
Q4 		$428K Buy
+11,271
New +$396K 0.41% 25

Other funds holding NUSC

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

Shotwell Rutter Baer's NUSC Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.01% in Q2 2026, selling an estimated $98 and leaving 14,409 shares worth $751K. The position accounts for 0.41% of the portfolio, ranked #22.

Shotwell Rutter Baer first reported a position in NUSC in Q4 2023 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Shotwell Rutter Baer held 14,409 shares of Nuveen ESG Small-Cap ETF worth $751K as of Q2 2026.
  • Shotwell Rutter Baer sold 2 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $98.
  • Nuveen ESG Small-Cap ETF made up 0.41% of Shotwell Rutter Baer's portfolio in Q2 2026, its #22 holding.
  • Shotwell Rutter Baer first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 88 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.