IAG Wealth Partners’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

IAG Wealth 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
2022 Q4	–	Sell	-373	Closed	-$9K	–	475
2022 Q3	$9K	Hold	373	–	–	﹤0.01%	286
2022 Q2	$10K	Hold	373	–	–	﹤0.01%	278
2022 Q1	$11K	Hold	373	–	–	﹤0.01%	288
2021 Q4	$12K	Buy	+373	New	+$12.6K	﹤0.01%	280
2020 Q4	–	Sell	-1,326	Closed	-$38K	–	360
2020 Q3	$38K	Hold	1,326	–	–	0.02%	119
2020 Q2	$34K	Sell	1,326 -202	-13%	-$4.66K	0.02%	124
2020 Q1	$33K	Buy	1,528 +202	+15%	+$5.07K	0.02%	117
2019 Q4	$37K	Buy	+1,326	New	+$34.6K	0.02%	125

Other funds holding NUEM

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

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

LSAG

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

IAG Wealth Partners's NUEM Position: Q4 2022 in Review

IAG Wealth Partners sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2022, closing a stake of 373 shares — an estimated $9K sold.

IAG Wealth Partners first reported a position in NUEM in Q4 2019 and held it in 8 quarters. The position peaked at $38K in Q3 2020. 87 funds tracked by Wall St. Rank hold NUEM as of Q4 2022.

IAG Wealth Partners reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
IAG Wealth Partners sold 373 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2022, an estimated $9K.
IAG Wealth Partners first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2019 and held it in 8 quarters.
IAG Wealth Partners's Nuveen ESG Emerging Markets Equity ETF position peaked at $38K in Q3 2020.
87 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.