Avantax Advisory Services’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Avantax Advisory Services’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
2022 Q2	–	Sell	-10,076	Closed	-$307K	–	1360
2022 Q1	$307K	Buy	+10,076	New	+$316K	﹤0.01%	986
2021 Q4	–	Sell	-6,595	Closed	-$223K	–	1269
2021 Q3	$223K	Buy	6,595 +1,056	+19%	+$37K	﹤0.01%	1063
2021 Q2	$206K	Buy	+5,539	New	+$199K	﹤0.01%	1071

Other funds holding NUEM

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWP

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MWM

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

Avantax Advisory Services's NUEM Position: Q2 2022 in Review

Avantax Advisory Services sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q2 2022, closing a stake of 10,076 shares — an estimated $307K sold.

Avantax Advisory Services first reported a position in NUEM in Q2 2021 and held it in 3 quarters. The position peaked at $307K in Q1 2022. 75 funds tracked by Wall St. Rank hold NUEM as of Q2 2022.

Avantax Advisory Services reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 10,076 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2022, an estimated $307K.
Avantax Advisory Services first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q2 2021 and held it in 3 quarters.
Avantax Advisory Services's Nuveen ESG Emerging Markets Equity ETF position peaked at $307K in Q1 2022.
75 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.