NUSC — NUSHARES ETF TR

Ownership history in IMPACTfolio, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which IMPACTfolio, LLC reported a position in NUSHARES ETF TR (NUSC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.49% (2022 Q4)
Avg. % of fund
4.75%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 45,099 +2,128 +5.0% 0.85% $2.0M $44.65
2025 Q3 ADDED 42,971 +4,707 +12.3% 0.82% $1.9M $43.65
2025 Q2 REDUCED 38,264 -3,249 -7.8% 0.74% $1.6M $40.32
2025 Q1 REDUCED 41,513 -7,947 -16.1% 0.84% $1.6M $37.95
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NUSC price (monthly, adj. close)

Other funds also holding NUSC

As of 2025 Q4 — sorted by position size

Abacus Wealth Partners, LLC 6.16% TrueWealth Financial Partners 3Y 4.59% TRUE BLUE FINANCIAL, LLC 4.59% Colorado Capital Management, Inc. 3Y 7Y 2.19% Palisades Hudson Asset Management, L.P. 3Y 7Y 1.87% First Pacific Financial 3Y 1.55% DeDora Capital, Inc. 3Y 7Y 1.4% Rossby Financial, LCC 1.07% Boston Common Asset Management, LLC 3Y 7Y 1.01% MISSION WEALTH MANAGEMENT, LP 3Y 7Y 0.73%
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