Charter Oak Capital Management’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Charter Oak Capital 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
2026 Q1	$258K	Sell	7,033 -111	-2%	-$4.17K	0.02%	175
2025 Q4	$254K	Buy	7,144 +7	+0.1%	+$255	0.02%	184
2025 Q3	$255K	Hold	7,137	–	–	0.02%	181
2025 Q2	$237K	Sell	7,137 -98	-1%	-$2.97K	0.02%	183
2025 Q1	$212K	Buy	+7,235	New	+$214K	0.02%	189

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 $1.1B AUM 14.74% 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 $812M AUM 17.34% 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

Charter Oak Capital Management's NUEM Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Nuveen ESG Emerging Markets Equity ETF (NUEM) stake by 1.6% in Q1 2026, selling an estimated $4.17K and leaving 7,033 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #175.

Charter Oak Capital Management first reported a position in NUEM in Q1 2025 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold NUEM as of Q1 2026.

Charter Oak Capital Management held 7,033 shares of Nuveen ESG Emerging Markets Equity ETF worth $258K as of Q1 2026.
Charter Oak Capital Management sold 111 Nuveen ESG Emerging Markets Equity ETF shares in Q1 2026, an estimated $4.17K.
Nuveen ESG Emerging Markets Equity ETF made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #175 holding.
Charter Oak Capital Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
120 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.