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

Geneos 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
2021 Q4	–	Sell	-223	Closed	-$7K	–	2841
2021 Q3	$7K	Hold	223	–	–	﹤0.01%	2356
2021 Q2	$8K	Sell	223 -10	-4%	-$359	﹤0.01%	2288
2021 Q1	$8K	Sell	233 -374	-62%	-$13.4K	﹤0.01%	2484
2020 Q4	$21K	Buy	+607	New	+$19K	﹤0.01%	1878

Other funds holding NUEM

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

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

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

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Geneos Wealth Management's NUEM Position: Q4 2021 in Review

Geneos Wealth Management sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2021, closing a stake of 223 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in NUEM in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q4 2020. 61 funds tracked by Wall St. Rank hold NUEM as of Q4 2021.

Geneos Wealth Management reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 223 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2021, an estimated $7K.
Geneos Wealth Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2020 and held it in 4 quarters.
Geneos Wealth Management's Nuveen ESG Emerging Markets Equity ETF position peaked at $21K in Q4 2020.
61 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.