BSW Wealth Partners’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

BSW Wealth Partners’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 Q1	–	Sell	-32,960	Closed	-$888K	–	314
2023 Q4	$888K	Buy	+32,960	New	+$862K	0.18%	75

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

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

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

BSW Wealth Partners's NUEM Position: Q1 2024 in Review

BSW Wealth Partners sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q1 2024, closing a stake of 32,960 shares — an estimated $888K sold.

BSW Wealth Partners first reported a position in NUEM in Q4 2023 and held it in 1 quarter. The position peaked at $888K in Q4 2023. 95 funds tracked by Wall St. Rank hold NUEM as of Q1 2024.

BSW Wealth Partners reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
BSW Wealth Partners sold 32,960 Nuveen ESG Emerging Markets Equity ETF shares in Q1 2024, an estimated $888K.
BSW Wealth Partners first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2023 and held it in 1 quarter.
BSW Wealth Partners's Nuveen ESG Emerging Markets Equity ETF position peaked at $888K in Q4 2023.
95 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q1 2024.

Based on BSW Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.