Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-5,362
Closed -$141K – 349
2023
Q3 		$141K Buy
+5,362
New +$146K 0.03% 106

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Morgan Stanley
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Cambridge Investment Research Advisors
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LSAG
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CCM
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Legacy Financial Group (Iowa)'s NUEM Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2023, closing a stake of 5,362 shares — an estimated $141K sold.

Legacy Financial Group (Iowa) first reported a position in NUEM in Q3 2023 and held it in 1 quarter. The position peaked at $141K in Q3 2023. 95 funds tracked by Wall St. Rank hold NUEM as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 5,362 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2023, an estimated $141K.
  • Legacy Financial Group (Iowa) first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Nuveen ESG Emerging Markets Equity ETF position peaked at $141K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.