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

Baystate 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	$45.8K	Buy	1,700 +41	+2%	+$1.07K	﹤0.01%	401
2023 Q3	$43.5K	Hold	1,659	–	–	﹤0.01%	360
2023 Q2	$45.3K	Hold	1,659	–	–	﹤0.01%	343
2023 Q1	$44.6K	Hold	1,659	–	–	﹤0.01%	350
2022 Q4	$42K	Buy	1,659 +31	+2%	+$765	﹤0.01%	352
2022 Q3	$38K	Hold	1,628	–	–	﹤0.01%	337
2022 Q2	$44K	Buy	1,628 +1,072	+193%	+$30.3K	﹤0.01%	332
2022 Q1	$17K	Hold	556	–	–	﹤0.01%	493
2021 Q4	$18K	Buy	556 +14	+3%	+$473	﹤0.01%	485
2021 Q3	$18K	Hold	542	–	–	﹤0.01%	445
2021 Q2	$20K	Hold	542	–	–	﹤0.01%	407
2021 Q1	$19K	Hold	542	–	–	﹤0.01%	377
2020 Q4	$18K	Buy	542 +6	+1%	+$188	﹤0.01%	355
2020 Q3	$15K	Hold	536	–	–	﹤0.01%	345
2020 Q2	$13K	Buy	+536	New	+$12.4K	﹤0.01%	355

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

Baystate Wealth Management's NUEM Position: Q4 2023 in Review

Baystate Wealth Management increased its Nuveen ESG Emerging Markets Equity ETF (NUEM) stake by 2.5% in Q4 2023, buying an estimated $1.07K and bringing the position to 1,700 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Baystate Wealth Management first reported a position in NUEM in Q2 2020 and has held it in 15 quarters since. 95 funds tracked by Wall St. Rank hold NUEM as of Q4 2023.

Baystate Wealth Management held 1,700 shares of Nuveen ESG Emerging Markets Equity ETF worth $45.8K as of Q4 2023.
Baystate Wealth Management bought 41 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2023, an estimated $1.07K.
Nuveen ESG Emerging Markets Equity ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #401 holding.
Baystate Wealth Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q2 2020 and has held it in 15 quarters since.
95 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.