Householder Group Estate & Retirement Specialist’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-1,603	Closed	-$49K	–	966
2024 Q3	$49K	Sell	1,603 -29	-2%	-$842	0.01%	484
2024 Q2	$46K	Buy	1,632 +186	+13%	+$5.2K	0.01%	496
2024 Q1	$39.8K	Buy	+1,446	New	+$38.9K	0.01%	521
2023 Q1	$1K	Buy	+40	New	+$1.08K	﹤0.01%	1166

Other funds holding NUEM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NUEM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2024, closing a stake of 1,603 shares — an estimated $49K sold.

Householder Group Estate & Retirement Specialist first reported a position in NUEM in Q1 2023 and held it in 4 quarters. The position peaked at $49K in Q3 2024. 97 funds tracked by Wall St. Rank hold NUEM as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,603 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2024, an estimated $49K.
Householder Group Estate & Retirement Specialist first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q1 2023 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's Nuveen ESG Emerging Markets Equity ETF position peaked at $49K in Q3 2024.
97 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.