Addison Advisors’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Addison Advisors’s Portfolio NUEM Stock Details NUEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$411K	Hold	11,175	–	–	0.09%	146
2025 Q4	$398K	Hold	11,175	–	–	0.09%	147
2025 Q3	$399K	Hold	11,175	–	–	0.09%	144
2025 Q2	$371K	Hold	11,175	–	–	0.09%	146
2025 Q1	$327K	Hold	11,175	–	–	0.09%	149
2024 Q4	$324K	Hold	11,175	–	–	0.09%	142
2024 Q3	$347K	Hold	11,175	–	–	0.1%	148
2024 Q2	$320K	Hold	11,175	–	–	0.1%	143
2024 Q1	$307K	Hold	11,175	–	–	0.11%	140
2023 Q4	$301K	Hold	11,175	–	–	0.12%	129
2023 Q3	$293K	Hold	11,175	–	–	0.14%	118
2023 Q2	$305K	Hold	11,175	–	–	0.15%	114
2023 Q1	$300K	Hold	11,175	–	–	0.17%	104
2022 Q4	$284K	Buy	11,175 +2,504	+29%	+$61.8K	0.17%	104
2022 Q3	$203K	Hold	8,671	–	–	0.13%	117
2022 Q2	$237K	Sell	8,671 -2,969	-26%	-$83.9K	0.14%	108
2022 Q1	$355K	Sell	11,640 -3,398	-23%	-$107K	0.19%	95
2021 Q4	$486K	Buy	+15,038	New	+$508K	0.3%	62

Other funds holding NUEM

TCIIS

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AWP

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return

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

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Addison Advisors's NUEM Position: Q1 2026 in Review

Addison Advisors held its Nuveen ESG Emerging Markets Equity ETF (NUEM) position steady in Q1 2026 at 11,175 shares worth $411K. The position accounts for 0.09% of the portfolio, ranked #146.

Addison Advisors first reported a position in NUEM in Q4 2021 and has held it in 18 quarters since. The position peaked at $486K in Q4 2021. 120 funds tracked by Wall St. Rank hold NUEM as of Q1 2026.

Addison Advisors held 11,175 shares of Nuveen ESG Emerging Markets Equity ETF worth $411K as of Q1 2026.
Addison Advisors left its Nuveen ESG Emerging Markets Equity ETF share count unchanged in Q1 2026.
Nuveen ESG Emerging Markets Equity ETF made up 0.09% of Addison Advisors's portfolio in Q1 2026, its #146 holding.
Addison Advisors first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
Addison Advisors's Nuveen ESG Emerging Markets Equity ETF position peaked at $486K in Q4 2021.
120 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.