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

Concurrent Investment 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
2026
Q2 		$861K Sell
20,280
-748
-4% -$30.6K 0.01% 1087
2026
Q1 		$773K Buy
21,028
+3,400
+19% +$128K 0.01% 997
2025
Q4 		$627K Buy
17,628
+8,201
+87% +$298K 0.01% 1046
2025
Q3 		$336K Sell
9,427
-420
-4% -$14.4K 0.01% 1103
2025
Q2 		$327K Buy
9,847
+144
+1% +$4.37K 0.01% 1025
2025
Q1 		$284K Buy
9,703
+219
+2% +$6.47K 0.01% 956
2024
Q4 		$275K Buy
9,484
+2,198
+30% +$66.9K 0.01% 865
2024
Q3 		$226K Buy
7,286
+174
+2% +$5.05K 0.01% 891
2024
Q2 		$204K Buy
+7,112
New +$199K 0.01% 871

Other funds holding NUEM

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Concurrent Investment Advisors's NUEM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Nuveen ESG Emerging Markets Equity ETF (NUEM) stake by 3.6% in Q2 2026, selling an estimated $30.6K and leaving 20,280 shares worth $861K. The position accounts for 0.01% of the portfolio, ranked #1087.

Concurrent Investment Advisors first reported a position in NUEM in Q2 2024 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold NUEM as of Q2 2026.

  • Concurrent Investment Advisors held 20,280 shares of Nuveen ESG Emerging Markets Equity ETF worth $861K as of Q2 2026.
  • Concurrent Investment Advisors sold 748 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2026, an estimated $30.6K.
  • Nuveen ESG Emerging Markets Equity ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1087 holding.
  • Concurrent Investment Advisors first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 43 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.