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

Focused 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
2024
Q1 		– Sell
-674
Closed -$18.2K – 692
2023
Q4 		$18.2K Buy
674
+376
+126% +$9.83K ﹤0.01% 452
2023
Q3 		$7.81K Hold
298
– – ﹤0.01% 572
2023
Q2 		$8.14K Buy
+298
New +$8.01K ﹤0.01% 579

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

Focused Wealth Management's NUEM Position: Q1 2024 in Review

Focused Wealth Management sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q1 2024, closing a stake of 674 shares — an estimated $18.2K sold.

Focused Wealth Management first reported a position in NUEM in Q2 2023 and held it in 3 quarters. The position peaked at $18.2K in Q4 2023. 95 funds tracked by Wall St. Rank hold NUEM as of Q1 2024.

  • Focused Wealth Management reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 674 Nuveen ESG Emerging Markets Equity ETF shares in Q1 2024, an estimated $18.2K.
  • Focused Wealth Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q2 2023 and held it in 3 quarters.
  • Focused Wealth Management's Nuveen ESG Emerging Markets Equity ETF position peaked at $18.2K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.