Cresset Asset Management’s State Street Nuveen Municipal Bond ESG ETF MBNE Stock Holding History

Cresset Asset Management’s Portfolio MBNE Stock Details MBNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$318K	Hold	11,000	–	–	﹤0.01%	1242
2025 Q4	$319K	Hold	11,000	–	–	﹤0.01%	1262
2025 Q3	$320K	Hold	11,000	–	–	﹤0.01%	1211
2025 Q2	$316K	Hold	11,000	–	–	﹤0.01%	1115
2025 Q1	$319K	Hold	11,000	–	–	﹤0.01%	1276
2024 Q4	$323K	Hold	11,000	–	–	﹤0.01%	1313
2024 Q3	$332K	Hold	11,000	–	–	﹤0.01%	1752
2024 Q2	$327K	Buy	+11,000	New	+$325K	﹤0.01%	1667

Other funds holding MBNE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OIS

Okabena Investment Services Minneapolis, Minnesota $560M AUM 27.7% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cresset Asset Management's MBNE Position: Q1 2026 in Review

Cresset Asset Management held its State Street Nuveen Municipal Bond ESG ETF (MBNE) position steady in Q1 2026 at 11,000 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Cresset Asset Management first reported a position in MBNE in Q2 2024 and has held it in 8 quarters since. The position peaked at $332K in Q3 2024. 9 funds tracked by Wall St. Rank hold MBNE as of Q1 2026.

Cresset Asset Management held 11,000 shares of State Street Nuveen Municipal Bond ESG ETF worth $318K as of Q1 2026.
Cresset Asset Management left its State Street Nuveen Municipal Bond ESG ETF share count unchanged in Q1 2026.
State Street Nuveen Municipal Bond ESG ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1242 holding.
Cresset Asset Management first reported a position in State Street Nuveen Municipal Bond ESG ETF in Q2 2024 and has held it in 8 quarters since.
Cresset Asset Management's State Street Nuveen Municipal Bond ESG ETF position peaked at $332K in Q3 2024.
9 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ESG ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.