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Gradient Investments’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Gradient Investments’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
-133
Closed -$3.58K – 1626
2023
Q4 		$3.58K Hold
133
– – ﹤0.01% 1077
2023
Q3 		$3.49K Hold
133
– – ﹤0.01% 1040
2023
Q2 		$3.63K Hold
133
– – ﹤0.01% 1028
2023
Q1 		$3.57K Hold
133
– – ﹤0.01% 1018
2022
Q4 		$3.38K Hold
133
– – ﹤0.01% 1002
2022
Q3 		$3K Sell
133
-32,641
-100% -$860K ﹤0.01% 1073
2022
Q2 		$894K Sell
32,774
-3,731
-10% -$105K 0.03% 185
2022
Q1 		$1.11M Buy
36,505
+80
+0.2% +$2.51K 0.03% 175
2021
Q4 		$1.18M Buy
36,425
+970
+3% +$32.8K 0.03% 170
2021
Q3 		$1.2M Sell
35,455
-47,084
-57% -$1.65M 0.03% 170
2021
Q2 		$3.06M Buy
82,539
+8,321
+11% +$299K 0.09% 154
2021
Q1 		$2.61M Buy
74,218
+39,931
+116% +$1.43M 0.08% 157
2020
Q4 		$973K Hold
34,287
– – 0.04% 157
2020
Q3 		$973K Buy
34,287
+2,185
+7% +$60.8K 0.04% 157
2020
Q2 		$802K Sell
32,102
-39,454
-55% -$911K 0.04% 166
2020
Q1 		$1.5M Buy
71,556
+7,508
+12% +$189K 0.08% 141
2019
Q4 		$1.75M Buy
64,048
+46,043
+256% +$1.2M 0.08% 141
2019
Q3 		$448K Buy
18,005
+6,152
+52% +$156K 0.02% 224
2019
Q2 		$311K Buy
11,853
+879
+8% +$22.8K 0.02% 239
2019
Q1 		$287K Buy
10,974
+4,182
+62% +$108K 0.02% 224
2018
Q4 		$162K Buy
+6,792
New +$167K 0.01% 236

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

Gradient Investments's NUEM Position: Q1 2024 in Review

Gradient Investments sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q1 2024, closing a stake of 133 shares — an estimated $3.58K sold.

Gradient Investments first reported a position in NUEM in Q4 2018 and held it in 21 quarters. The position peaked at $3.06M in Q2 2021. 95 funds tracked by Wall St. Rank hold NUEM as of Q1 2024.

  • Gradient Investments reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 133 Nuveen ESG Emerging Markets Equity ETF shares in Q1 2024, an estimated $3.58K.
  • Gradient Investments first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2018 and held it in 21 quarters.
  • Gradient Investments's Nuveen ESG Emerging Markets Equity ETF position peaked at $3.06M in Q2 2021.
  • 95 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.