Cascade Financial Partners’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Cascade Financial 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
2026 Q1	$918K	Hold	25,000	–	–	0.09%	126
2025 Q4	$890K	Hold	25,000	–	–	0.09%	125
2025 Q3	$892K	Hold	25,000	–	–	0.1%	120
2025 Q2	$830K	Hold	25,000	–	–	0.1%	124
2025 Q1	$731K	Hold	25,000	–	–	0.09%	128
2024 Q4	$726K	Hold	25,000	–	–	0.09%	122
2024 Q3	$777K	Hold	25,000	–	–	0.1%	116
2024 Q2	$717K	Hold	25,000	–	–	0.09%	117
2024 Q1	$676K	Buy	+25,000	New	+$672K	0.1%	120

Other funds holding NUEM

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

AWP

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

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

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

TFM

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

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

CCM

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cascade Financial Partners's NUEM Position: Q1 2026 in Review

Cascade Financial Partners held its Nuveen ESG Emerging Markets Equity ETF (NUEM) position steady in Q1 2026 at 25,000 shares worth $918K. The position accounts for 0.09% of the portfolio, ranked #126.

Cascade Financial Partners first reported a position in NUEM in Q1 2024 and has held it in 9 quarters since. 120 funds tracked by Wall St. Rank hold NUEM as of Q1 2026.

Cascade Financial Partners held 25,000 shares of Nuveen ESG Emerging Markets Equity ETF worth $918K as of Q1 2026.
Cascade Financial Partners left its Nuveen ESG Emerging Markets Equity ETF share count unchanged in Q1 2026.
Nuveen ESG Emerging Markets Equity ETF made up 0.09% of Cascade Financial Partners's portfolio in Q1 2026, its #126 holding.
Cascade Financial Partners first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q1 2024 and has held it in 9 quarters since.
120 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.