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

KWB Wealth’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
-18,643
Closed -$437K – 120
2022
Q3 		$437K Buy
18,643
+7,682
+70% +$203K 0.09% 64
2022
Q2 		$299K Buy
+10,961
New +$310K 0.06% 85

Other funds holding NUEM

TF
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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

KWB Wealth's NUEM Position: Q4 2022 in Review

KWB Wealth sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2022, closing a stake of 18,643 shares — an estimated $437K sold.

KWB Wealth first reported a position in NUEM in Q2 2022 and held it in 2 quarters. The position peaked at $437K in Q3 2022. 87 funds tracked by Wall St. Rank hold NUEM as of Q4 2022.

  • KWB Wealth reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • KWB Wealth sold 18,643 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2022, an estimated $437K.
  • KWB Wealth first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q2 2022 and held it in 2 quarters.
  • KWB Wealth's Nuveen ESG Emerging Markets Equity ETF position peaked at $437K in Q3 2022.
  • 87 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2022.

Based on KWB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.