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

Cook Wealth’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 Q4	–	Sell	-10,454	Closed	-$263K	–	59
2023 Q3	$263K	Buy	+10,454	New	+$285K	0.2%	41

Other funds holding NUEM

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

AWP

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LSAG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

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

Cook Wealth's NUEM Position: Q4 2023 in Review

Cook Wealth sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2023, closing a stake of 10,454 shares — an estimated $263K sold.

Cook Wealth first reported a position in NUEM in Q3 2023 and held it in 1 quarter. The position peaked at $263K in Q3 2023. 95 funds tracked by Wall St. Rank hold NUEM as of Q4 2023.

Cook Wealth reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Cook Wealth sold 10,454 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2023, an estimated $263K.
Cook Wealth first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q3 2023 and held it in 1 quarter.
Cook Wealth's Nuveen ESG Emerging Markets Equity ETF position peaked at $263K in Q3 2023.
95 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2023.

Based on Cook Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.