CWS
NUEM icon

Confluence Wealth Services’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-416
Closed -$13K – 846
2021
Q4 		$13K Buy
+416
New +$14K ﹤0.01% 845

Other funds holding NUEM

TF
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Confluence Wealth Services's NUEM Position: Q1 2022 in Review

Confluence Wealth Services sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q1 2022, closing a stake of 416 shares — an estimated $13K sold.

Confluence Wealth Services first reported a position in NUEM in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 65 funds tracked by Wall St. Rank hold NUEM as of Q1 2022.

  • Confluence Wealth Services reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 416 Nuveen ESG Emerging Markets Equity ETF shares in Q1 2022, an estimated $13K.
  • Confluence Wealth Services first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Nuveen ESG Emerging Markets Equity ETF position peaked at $13K in Q4 2021.
  • 65 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.