Lake Street Advisors Group’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Lake Street Advisors Group’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	$6.97M	Buy	240,270 +1,641	+0.7%	+$50K	0.32%	54
2024 Q3	$7.4M	Hold	238,629	–	–	0.34%	49
2024 Q2	$6.84M	Buy	238,629 +2,889	+1%	+$80.8K	0.33%	50
2024 Q1	$6.48M	Buy	235,740 +43,645	+23%	+$1.17M	0.3%	54
2023 Q4	$5.18M	Buy	192,095 +641	+0.3%	+$16.8K	0.26%	60
2023 Q3	$5.02M	Hold	191,454	–	–	0.3%	57
2023 Q2	$5.23M	Hold	191,454	–	–	0.29%	54
2023 Q1	$5.14M	Hold	191,454	–	–	0.32%	49
2022 Q4	$4.87M	Sell	191,454 -1,765	-0.9%	-$43.6K	0.32%	52
2022 Q3	$4.53M	Buy	+193,219	New	+$5.09M	0.33%	51

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

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 22.94% 1-Year Est. Return

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

Lake Street Advisors Group's NUEM Position: Q4 2024 in Review

Lake Street Advisors Group increased its Nuveen ESG Emerging Markets Equity ETF (NUEM) stake by 0.69% in Q4 2024, buying an estimated $50K and bringing the position to 240,270 shares worth $6.97M. The position accounts for 0.32% of the portfolio, ranked #54.

Lake Street Advisors Group first reported a position in NUEM in Q3 2022 and has held it in 10 quarters since. The position peaked at $7.4M in Q3 2024. 97 funds tracked by Wall St. Rank hold NUEM as of Q4 2024.

Lake Street Advisors Group held 240,270 shares of Nuveen ESG Emerging Markets Equity ETF worth $6.97M as of Q4 2024.
Lake Street Advisors Group bought 1,641 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2024, an estimated $50K.
Nuveen ESG Emerging Markets Equity ETF made up 0.32% of Lake Street Advisors Group's portfolio in Q4 2024, its #54 holding.
Lake Street Advisors Group first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q3 2022 and has held it in 10 quarters since.
Lake Street Advisors Group's Nuveen ESG Emerging Markets Equity ETF position peaked at $7.4M in Q3 2024.
97 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.