Dynamic Advisor Solutions’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Dynamic Advisor Solutions’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 Q3	–	Sell	-8,541	Closed	-$233K	–	729
2022 Q2	$233K	Sell	8,541 -1,437	-14%	-$40.6K	0.02%	609
2022 Q1	$304K	Sell	9,978 -408	-4%	-$12.8K	0.02%	554
2021 Q4	$335K	Buy	10,386 +743	+8%	+$25.1K	0.02%	530
2021 Q3	$327K	Buy	9,643 +3,288	+52%	+$115K	0.02%	553
2021 Q2	$236K	Buy	+6,355	New	+$228K	0.02%	620

Other funds holding NUEM

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LSAG

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

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

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

Dynamic Advisor Solutions's NUEM Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q3 2022, closing a stake of 8,541 shares — an estimated $233K sold.

Dynamic Advisor Solutions first reported a position in NUEM in Q2 2021 and held it in 5 quarters. The position peaked at $335K in Q4 2021. 65 funds tracked by Wall St. Rank hold NUEM as of Q3 2022.

Dynamic Advisor Solutions reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Dynamic Advisor Solutions sold 8,541 Nuveen ESG Emerging Markets Equity ETF shares in Q3 2022, an estimated $233K.
Dynamic Advisor Solutions first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q2 2021 and held it in 5 quarters.
Dynamic Advisor Solutions's Nuveen ESG Emerging Markets Equity ETF position peaked at $335K in Q4 2021.
65 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.