Jones Financial Companies
NUSC icon

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
Q2 		$6.56M Buy
127,194
+10,746
+9% +$529K ﹤0.01% 1065
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jones Financial Companies's NUSC Position: Q2 2026 in Review

Jones Financial Companies increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 9.2% in Q2 2026, buying an estimated $529K and bringing the position to 127,194 shares worth $6.56M. 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 19 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Jones Financial Companies held 127,194 shares of Nuveen ESG Small-Cap ETF worth $6.56M as of Q2 2026.
  • Jones Financial Companies bought 10,746 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $529K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 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 19 quarters since.
  • 269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.