Bank of Montreal
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Bank of Montreal’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-25,800
Closed -$812K – 3821
2024
Q3 		$812K Buy
+25,800
New +$749K ﹤0.01% 2143

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 $952M AUM 22.68% 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
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Bank of Montreal's NUEM Position: Q4 2024 in Review

Bank of Montreal sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2024, closing a stake of 25,800 shares — an estimated $812K sold.

Bank of Montreal first reported a position in NUEM in Q3 2024 and held it in 1 quarter. The position peaked at $812K in Q3 2024. 97 funds tracked by Wall St. Rank hold NUEM as of Q4 2024.

  • Bank of Montreal reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 25,800 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2024, an estimated $812K.
  • Bank of Montreal first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q3 2024 and held it in 1 quarter.
  • Bank of Montreal's Nuveen ESG Emerging Markets Equity ETF position peaked at $812K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.