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

IMPACTfolio’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
2023 Q3	–	Sell	-11,301	Closed	-$309K	–	49
2023 Q2	$309K	Buy	11,301 +1,020	+10%	+$27.4K	0.25%	24
2023 Q1	$276K	Sell	10,281 -38	-0.4%	-$1.02K	0.23%	22
2022 Q4	$263K	Buy	+10,319	New	+$255K	0.24%	29
2022 Q3	–	Sell	-9,453	Closed	-$258K	–	48
2022 Q2	$258K	Buy	9,453 +131	+1%	+$3.7K	0.24%	33
2022 Q1	$284K	Buy	9,322 +1,792	+24%	+$56.2K	0.21%	40
2021 Q4	$243K	Buy	+7,530	New	+$254K	0.21%	46

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

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

LSAG

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

IMPACTfolio's NUEM Position: Q3 2023 in Review

IMPACTfolio sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q3 2023, closing a stake of 11,301 shares — an estimated $309K sold.

IMPACTfolio first reported a position in NUEM in Q4 2021 and held it in 6 quarters. The position peaked at $309K in Q2 2023. 91 funds tracked by Wall St. Rank hold NUEM as of Q3 2023.

IMPACTfolio reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
IMPACTfolio sold 11,301 Nuveen ESG Emerging Markets Equity ETF shares in Q3 2023, an estimated $309K.
IMPACTfolio first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2021 and held it in 6 quarters.
IMPACTfolio's Nuveen ESG Emerging Markets Equity ETF position peaked at $309K in Q2 2023.
91 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q3 2023.

Based on IMPACTfolio's 13F filing for Q3 2023, filed 10 Oct 2023.