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Financial Connections Group’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Financial Connections Group’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
2024
Q1 		– Sell
-540
Closed -$14K – 233
2023
Q4 		$14K Sell
540
-2,311
-81% -$60.4K 0.01% 157
2023
Q3 		$74K Buy
+2,851
New +$77.6K 0.09% 55

Other funds holding NUEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Financial Connections Group's NUEM Position: Q1 2024 in Review

Financial Connections Group sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q1 2024, closing a stake of 540 shares — an estimated $14K sold.

Financial Connections Group first reported a position in NUEM in Q3 2023 and held it in 2 quarters. The position peaked at $74K in Q3 2023. 95 funds tracked by Wall St. Rank hold NUEM as of Q1 2024.

  • Financial Connections Group reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Connections Group sold 540 Nuveen ESG Emerging Markets Equity ETF shares in Q1 2024, an estimated $14K.
  • Financial Connections Group first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q3 2023 and held it in 2 quarters.
  • Financial Connections Group's Nuveen ESG Emerging Markets Equity ETF position peaked at $74K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q1 2024.

Based on Financial Connections Group's 13F filing for Q1 2024, filed 3 May 2024.