Bartlett & Co Wealth Management’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Bartlett & Co 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
2023 Q4	–	Sell	-1,296	Closed	-$34K	–	1268
2023 Q3	$34K	Hold	1,296	–	–	﹤0.01%	725
2023 Q2	$35.4K	Hold	1,296	–	–	﹤0.01%	722
2023 Q1	$34.8K	Hold	1,296	–	–	﹤0.01%	622
2022 Q4	$33K	Buy	+1,296	New	+$32K	﹤0.01%	643

Other funds holding NUEM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bartlett & Co Wealth Management's NUEM Position: Q4 2023 in Review

Bartlett & Co Wealth Management sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2023, closing a stake of 1,296 shares — an estimated $34K sold.

Bartlett & Co Wealth Management first reported a position in NUEM in Q4 2022 and held it in 4 quarters. The position peaked at $35.4K in Q2 2023. 95 funds tracked by Wall St. Rank hold NUEM as of Q4 2023.

Bartlett & Co Wealth Management reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,296 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2023, an estimated $34K.
Bartlett & Co Wealth Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2022 and held it in 4 quarters.
Bartlett & Co Wealth Management's Nuveen ESG Emerging Markets Equity ETF position peaked at $35.4K in Q2 2023.
95 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.