Carson Advisory’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Carson Advisory’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
2026 Q2	$334K	Hold	7,861	–	–	0.15%	133
2026 Q1	$289K	Hold	7,861	–	–	0.15%	140
2025 Q4	$280K	Hold	7,861	–	–	0.15%	139
2025 Q3	$281K	Hold	7,861	–	–	0.15%	133
2025 Q2	$261K	Hold	7,861	–	–	0.17%	135
2025 Q1	$230K	Sell	7,861 -1,500	-16%	-$44.3K	0.15%	142
2024 Q4	$272K	Hold	9,361	–	–	0.19%	129
2024 Q3	$290K	Hold	9,361	–	–	0.18%	131
2024 Q2	$268K	Sell	9,361 -800	-8%	-$22.4K	0.19%	129
2024 Q1	$279K	Sell	10,161 -2,900	-22%	-$78K	0.2%	123
2023 Q4	$352K	Sell	13,061 -100	-0.8%	-$2.62K	0.27%	100
2023 Q3	$345K	Sell	13,161 -400	-3%	-$10.9K	0.3%	96
2023 Q2	$370K	Sell	13,561 -1,700	-11%	-$45.7K	0.31%	90
2023 Q1	$410K	Buy	+15,261	New	+$411K	0.36%	81
2022 Q3	–	Sell	-18,261	Closed	-$498K	–	132
2022 Q2	$498K	Buy	+18,261	New	+$516K	0.56%	53

Other funds holding NUEM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Advisory's NUEM Position: Q2 2026 in Review

Carson Advisory held its Nuveen ESG Emerging Markets Equity ETF (NUEM) position steady in Q2 2026 at 7,861 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #133.

Carson Advisory first reported a position in NUEM in Q2 2022 and has held it in 15 quarters since. The position peaked at $498K in Q2 2022. 119 funds tracked by Wall St. Rank hold NUEM as of Q2 2026.

Carson Advisory held 7,861 shares of Nuveen ESG Emerging Markets Equity ETF worth $334K as of Q2 2026.
Carson Advisory left its Nuveen ESG Emerging Markets Equity ETF share count unchanged in Q2 2026.
Nuveen ESG Emerging Markets Equity ETF made up 0.15% of Carson Advisory's portfolio in Q2 2026, its #133 holding.
Carson Advisory first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q2 2022 and has held it in 15 quarters since.
Carson Advisory's Nuveen ESG Emerging Markets Equity ETF position peaked at $498K in Q2 2022.
119 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.