NUSC β€” NUSHARES ETF TR

Ownership history in Shotwell Rutter Baer Inc  Β·  8 quarters on record

AI Ownership Summary

Shotwell Rutter Baer Inc reported NUSHARES ETF TR (NUSC) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2024 Q3. The latest visible filing shows NUSC at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NUSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shotwell Rutter Baer Inc's position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NUSC was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Shotwell Rutter Baer Inc held NUSC β€” position size vs. price
% of Fund (quarterly)    NUSC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,434 -143 -1.0% 0.40% $671K 2026-02-14 (Est.) $47.98
2025 Q3 ADDED 14,577 +1,447 +11.0% 0.42% $650K 2025-10-10 $42.54
2025 Q2 ADDED 13,130 +300 +2.3% 0.38% $552K 2025-07-07 $41.10
2025 Q1 ADDED 12,830 +768 +6.4% 0.39% $446K 2025-04-09 $36.07
2024 Q4 REDUCED 12,062 -20 -0.2% 0.42% $499K 2025-01-14 $41.65
2024 Q3 ADDED 12,082 +965 +8.7% 0.42% $513K 2024-10-07 $41.25
2024 Q2 REDUCED 11,117 -154 -1.4% 0.38% $432K 2024-07-11 $39.64
2023 Q4 INITIATED 11,271 β€” β€” 0.41% $428K 2024-01-18 $36.77

🏒 Other funds also holding NUSC

As of 2026 Q1 β€” sorted by position size

Financial Insights, Inc. 3Y 7Y 0.08% Noble Wealth Management PBC 0.01%

FAQ About Shotwell Rutter Baer Inc and NUSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Shotwell Rutter Baer Inc reported owning NUSC?

Shotwell Rutter Baer Inc reported NUSC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NUSC position in Shotwell Rutter Baer Inc's portfolio?

The largest reported portfolio weight for NUSC was 0.42% in 2024 Q3.

What is the latest reported NUSC position on this page?

The most recent filing on this page is 2025 Q4, when Shotwell Rutter Baer Inc reported 14,434 shares, equal to 0.40% of portfolio, with an estimated market value of $671K.

What does the chart on this NUSC ownership page compare?

The chart compares Shotwell Rutter Baer Inc's quarterly NUSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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