Clearstead Advisors’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Clearstead Advisors’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
2023 Q2	–	Sell	-275	Closed	-$7.39K	–	1420
2023 Q1	$7.39K	Hold	275	–	–	﹤0.01%	988
2022 Q4	$7K	Hold	275	–	–	﹤0.01%	943
2022 Q3	$6K	Hold	275	–	–	﹤0.01%	955
2022 Q2	$8K	Hold	275	–	–	﹤0.01%	952
2022 Q1	$8K	Hold	275	–	–	﹤0.01%	1020
2021 Q4	$9K	Buy	+275	New	+$9.29K	﹤0.01%	937

Other funds holding NUEM

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

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

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

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

LSAG

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

Clearstead Advisors's NUEM Position: Q2 2023 in Review

Clearstead Advisors sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q2 2023, closing a stake of 275 shares — an estimated $7.39K sold.

Clearstead Advisors first reported a position in NUEM in Q4 2021 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 92 funds tracked by Wall St. Rank hold NUEM as of Q2 2023.

Clearstead Advisors reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
Clearstead Advisors sold 275 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2023, an estimated $7.39K.
Clearstead Advisors first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2021 and held it in 6 quarters.
Clearstead Advisors's Nuveen ESG Emerging Markets Equity ETF position peaked at $9K in Q4 2021.
92 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2023.

Based on Clearstead Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.