Evergreen Private Wealth LLC NUSC — NUSHARES ETF TR

Ownership history in Evergreen Private Wealth LLC  ·  10 quarters on record

AI Ownership Summary

Evergreen Private Wealth LLC reported NUSHARES ETF TR (NUSC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2024 Q1. The latest visible filing shows NUSC at 0.06% 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 Evergreen Private Wealth LLC'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
2026 Q1

NUSC was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q1

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 2026 Q1

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.

NUSC stock page Evergreen Private Wealth LLC fund profile Evergreen Private Wealth LLC full holdings
How Evergreen Private Wealth LLC held NUSC — position size vs. price
% of Fund (quarterly)    NUSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,291 -8,732 -72.6% 0.06% $148K 2026-04-29 $48.06
2025 Q4 REDUCED — — — 12,023 -207 -1.7% 0.21% $537K 2026-01-28 $47.36
2025 Q3 REDUCED 7.0% +3.8% ❌ 12,230 -924 -7.0% 0.22% $539K 2025-10-24 $44.85
2025 Q2 REDUCED 13.9% +7.8% ❌ 13,154 -2,129 -13.9% 0.22% $536K 2025-07-16 $40.95
2025 Q1 ADDED — — — 15,283 +13 +0.1% 0.27% $586K 2025-05-02 $38.14
2024 Q4 ADDED — — — 15,270 +19 +0.1% 0.30% $640K 2025-02-07 $42.67
2024 Q3 ADDED — — — 15,251 +126 +0.8% 0.30% $653K 2024-11-01 $41.44
2024 Q2 REDUCED — — — 15,125 -26 -0.2% 0.29% $595K 2024-08-13 $39.45
2024 Q1 ADDED — — — 15,151 +843 +5.9% 0.32% $630K 2024-04-17 $37.37
2023 Q4 INITIATED — — — 14,308 — — 0.30% $559K 2024-02-08 $37.80

🏢 Other funds also holding NUSC

As of 2026 Q1 — sorted by position size

North Berkeley Wealth Management, LLC 7.0% Abacus Wealth Partners, LLC 5.9% TRUE BLUE FINANCIAL, LLC 4.55% Allodium Investment Consultants, LLC 2.65% Clarity Wealth Development LLC 2.62% Colorado Capital Management, Inc. 3Y 7Y 2.26% Xena Financial Planning, LLC 2.06% Palisades Hudson Asset Management, L.P. 3Y 7Y 1.97% First Pacific Financial 3Y 1.54% DeDora Capital, Inc. 3Y 7Y 1.48%

FAQ About Evergreen Private Wealth LLC and NUSC

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

How long has Evergreen Private Wealth LLC reported owning NUSC?

Evergreen Private Wealth LLC reported NUSC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NUSC position in Evergreen Private Wealth LLC's portfolio?

The largest reported portfolio weight for NUSC was 0.32% in 2024 Q1.

What is the latest reported NUSC position on this page?

The most recent filing on this page is 2026 Q1, when Evergreen Private Wealth LLC reported 3,291 shares, equal to 0.06% of portfolio, with an estimated market value of $148K.

What does the chart on this NUSC ownership page compare?

The chart compares Evergreen Private Wealth LLC'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.

How well did Evergreen Private Wealth LLC time their NUSC position?

Based on 13F filing dates vs. subsequent NUSC price moves, Evergreen Private Wealth LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on NUSC relative to SPY over the holding period was -6.2%.

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