Jones Financial Companies’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Jones Financial Companies’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 Q1	$5.12M	Buy	116,448 +29,447	+34%	+$1.38M	﹤0.01%	1065
2025 Q4	$3.88M	Buy	87,001 +7,307	+9%	+$326K	﹤0.01%	717
2025 Q3	$3.51M	Buy	79,694 +3,761	+5%	+$160K	﹤0.01%	682
2025 Q2	$3.1M	Buy	75,933 +10,083	+15%	+$389K	﹤0.01%	639
2025 Q1	$2.53M	Buy	65,850 +9,318	+16%	+$387K	﹤0.01%	598
2024 Q4	$2.37M	Buy	56,532 +12,310	+28%	+$537K	﹤0.01%	518
2024 Q3	$1.89M	Buy	44,222 +12,104	+38%	+$499K	﹤0.01%	471
2024 Q2	$1.26M	Buy	32,118 +3,547	+12%	+$141K	﹤0.01%	393
2024 Q1	$1.19M	Buy	28,571 +2,197	+8%	+$86.1K	﹤0.01%	242
2023 Q4	$1.03M	Sell	26,374 -1,797	-6%	-$63.2K	﹤0.01%	199
2023 Q3	$981K	Buy	28,171 +8,051	+40%	+$297K	﹤0.01%	184
2023 Q2	$744K	Buy	20,120 +2,205	+12%	+$77.9K	﹤0.01%	197
2023 Q1	$634K	Buy	17,915 +1,263	+8%	+$45.9K	﹤0.01%	202
2022 Q4	$569K	Buy	16,652 +8,666	+109%	+$302K	﹤0.01%	210
2022 Q3	$256K	Buy	7,986 +2,069	+35%	+$72.8K	﹤0.01%	225
2022 Q2	$200K	Buy	5,917 +3,025	+105%	+$109K	﹤0.01%	237
2022 Q1	$116K	Buy	2,892 +2,018	+231%	+$79.7K	﹤0.01%	295
2021 Q4	$37K	Buy	+874	New	+$38.9K	﹤0.01%	400

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return

Jones Financial Companies's NUSC Position: Q1 2026 in Review

Jones Financial Companies increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 34% in Q1 2026, buying an estimated $1.38M and bringing the position to 116,448 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Jones Financial Companies first reported a position in NUSC in Q4 2021 and has held it in 18 quarters since. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

Jones Financial Companies held 116,448 shares of Nuveen ESG Small-Cap ETF worth $5.12M as of Q1 2026.
Jones Financial Companies bought 29,447 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $1.38M.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1065 holding.
Jones Financial Companies first reported a position in Nuveen ESG Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.