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

Endurance Wealth Management’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 Q4	–	Sell	-250	Closed	-$6K	–	648
2022 Q3	$6K	Hold	250	–	–	﹤0.01%	508
2022 Q2	$7K	Hold	250	–	–	﹤0.01%	513
2022 Q1	$8K	Hold	250	–	–	﹤0.01%	537
2021 Q4	$8K	Hold	250	–	–	﹤0.01%	527
2021 Q3	$8K	Hold	250	–	–	﹤0.01%	546
2021 Q2	$9K	Hold	250	–	–	﹤0.01%	530
2021 Q1	$9K	Hold	250	–	–	﹤0.01%	538
2020 Q4	$8K	Hold	250	–	–	﹤0.01%	514
2020 Q3	$7K	Hold	250	–	–	﹤0.01%	515
2020 Q2	$6K	Hold	250	–	–	﹤0.01%	506
2020 Q1	$5K	Buy	+250	New	+$6.28K	﹤0.01%	470

Other funds holding NUEM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LSAG

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Endurance Wealth Management's NUEM Position: Q4 2022 in Review

Endurance Wealth Management sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2022, closing a stake of 250 shares — an estimated $6K sold.

Endurance Wealth Management first reported a position in NUEM in Q1 2020 and held it in 11 quarters. The position peaked at $9K in Q2 2021. 87 funds tracked by Wall St. Rank hold NUEM as of Q4 2022.

Endurance Wealth Management reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
Endurance Wealth Management sold 250 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2022, an estimated $6K.
Endurance Wealth Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q1 2020 and held it in 11 quarters.
Endurance Wealth Management's Nuveen ESG Emerging Markets Equity ETF position peaked at $9K in Q2 2021.
87 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2022.

Based on Endurance Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.