Shotwell Rutter Baer
NUSC icon

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
Q3 		$683K Sell
14,065
-344
-2% -$17.6K 0.38% 22
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

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

Shotwell Rutter Baer's NUSC Position: Q3 2026 in Review

Shotwell Rutter Baer reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.4% in Q3 2026, selling an estimated $17.6K and leaving 14,065 shares worth $683K. The position accounts for 0.38% of the portfolio, ranked #22.

Shotwell Rutter Baer first reported a position in NUSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $751K in Q2 2026. 174 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • Shotwell Rutter Baer held 14,065 shares of Nuveen ESG Small-Cap ETF worth $683K as of Q3 2026.
  • Shotwell Rutter Baer sold 344 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $17.6K.
  • Nuveen ESG Small-Cap ETF made up 0.38% of Shotwell Rutter Baer's portfolio in Q3 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 11 quarters since.
  • Shotwell Rutter Baer's Nuveen ESG Small-Cap ETF position peaked at $751K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.