Carmichael Hill & Associates’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Carmichael Hill & Associates’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	$4.03K	Sell	130 -135	-51%	-$3.92K	﹤0.01%	676
2024 Q2	$7.6K	Hold	265	–	–	﹤0.01%	599
2024 Q1	$7.29K	Hold	265	–	–	﹤0.01%	599
2023 Q4	$7.14K	Hold	265	–	–	﹤0.01%	616
2023 Q3	$6.95K	Hold	265	–	–	﹤0.01%	609
2023 Q2	$7.24K	Hold	265	–	–	﹤0.01%	602
2023 Q1	$7.12K	Hold	265	–	–	﹤0.01%	600
2022 Q4	$6.74K	Buy	265 +32	+14%	+$790	﹤0.01%	605
2022 Q3	$5K	Hold	233	–	–	﹤0.01%	665
2022 Q2	$6K	Hold	233	–	–	﹤0.01%	633
2022 Q1	$7K	Hold	233	–	–	﹤0.01%	653
2021 Q4	$8K	Buy	+233	New	+$7.87K	﹤0.01%	652

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 $952M AUM 22.68% 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

LSAG

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carmichael Hill & Associates's NUEM Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Nuveen ESG Emerging Markets Equity ETF (NUEM) stake by 51% in Q3 2024, selling an estimated $3.92K and leaving 130 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Carmichael Hill & Associates first reported a position in NUEM in Q4 2021 and has held it in 12 quarters since. The position peaked at $8K in Q4 2021. 96 funds tracked by Wall St. Rank hold NUEM as of Q3 2024.

Carmichael Hill & Associates held 130 shares of Nuveen ESG Emerging Markets Equity ETF worth $4.03K as of Q3 2024.
Carmichael Hill & Associates sold 135 Nuveen ESG Emerging Markets Equity ETF shares in Q3 2024, an estimated $3.92K.
Nuveen ESG Emerging Markets Equity ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #676 holding.
Carmichael Hill & Associates first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2021 and has held it in 12 quarters since.
Carmichael Hill & Associates's Nuveen ESG Emerging Markets Equity ETF position peaked at $8K in Q4 2021.
96 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.