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Avior Wealth Management’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Avior Wealth Management’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
2024
Q3 		– Sell
-392
Closed -$11.2K – 2378
2024
Q2 		$11.2K Hold
392
– – ﹤0.01% 1480
2024
Q1 		$10.8K Buy
+392
New +$10.5K ﹤0.01% 1845

Other funds holding NUEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's NUEM Position: Q3 2024 in Review

Avior Wealth Management sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q3 2024, closing a stake of 392 shares — an estimated $11.2K sold.

Avior Wealth Management first reported a position in NUEM in Q1 2024 and held it in 2 quarters. The position peaked at $11.2K in Q2 2024. 96 funds tracked by Wall St. Rank hold NUEM as of Q3 2024.

  • Avior Wealth Management reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 392 Nuveen ESG Emerging Markets Equity ETF shares in Q3 2024, an estimated $11.2K.
  • Avior Wealth Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Nuveen ESG Emerging Markets Equity ETF position peaked at $11.2K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.