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

EP Wealth Advisors’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
2026
Q2 		$434K Sell
10,218
-1,037
-9% -$42.5K ﹤0.01% 1098
2026
Q1 		$413K Sell
11,255
-10,203
-48% -$384K ﹤0.01% 991
2025
Q4 		$763K Buy
+21,458
New +$780K ﹤0.01% 703

Other funds holding NUEM

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EP Wealth Advisors's NUEM Position: Q2 2026 in Review

EP Wealth Advisors reduced its Nuveen ESG Emerging Markets Equity ETF (NUEM) stake by 9.2% in Q2 2026, selling an estimated $42.5K and leaving 10,218 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

EP Wealth Advisors first reported a position in NUEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $763K in Q4 2025. 119 funds tracked by Wall St. Rank hold NUEM as of Q2 2026.

  • EP Wealth Advisors held 10,218 shares of Nuveen ESG Emerging Markets Equity ETF worth $434K as of Q2 2026.
  • EP Wealth Advisors sold 1,037 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2026, an estimated $42.5K.
  • Nuveen ESG Emerging Markets Equity ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1098 holding.
  • EP Wealth Advisors first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Nuveen ESG Emerging Markets Equity ETF position peaked at $763K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.