Global Retirement Partners’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Global Retirement Partners’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
2020 Q2	–	Sell	-234	Closed	-$5K	–	1690
2020 Q1	$5K	Hold	234	–	–	﹤0.01%	1236
2019 Q4	$6K	Hold	234	–	–	﹤0.01%	1293
2019 Q3	$6K	Buy	+234	New	+$5.92K	﹤0.01%	1256
2018 Q4	–	Sell	-1,546	Closed	-$41K	–	1524
2018 Q3	$41K	Buy	1,546 +916	+145%	+$24.1K	0.01%	612
2018 Q2	$16K	Hold	630	–	–	﹤0.01%	868
2018 Q1	$19K	Buy	+630	New	+$19.2K	0.01%	780

Other funds holding NUEM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Retirement Partners's NUEM Position: Q2 2020 in Review

Global Retirement Partners sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q2 2020, closing a stake of 234 shares — an estimated $5K sold.

Global Retirement Partners first reported a position in NUEM in Q1 2018 and held it in 6 quarters. The position peaked at $41K in Q3 2018. 38 funds tracked by Wall St. Rank hold NUEM as of Q2 2020.

Global Retirement Partners reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
Global Retirement Partners sold 234 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2020, an estimated $5K.
Global Retirement Partners first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q1 2018 and held it in 6 quarters.
Global Retirement Partners's Nuveen ESG Emerging Markets Equity ETF position peaked at $41K in Q3 2018.
38 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2020.

Based on Global Retirement Partners's 13F filing for Q2 2020, filed 13 Jul 2020.