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Lockerman Financial Group’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Lockerman Financial 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
2026
Q1 		– Sell
-5,729
Closed -$204K – 90
2025
Q4 		$204K Buy
+5,729
New +$208K 0.39% 82
2025
Q1 		– Sell
-10,811
Closed -$314K – 120
2024
Q4 		$314K Hold
10,811
– – 0.53% 63
2024
Q3 		$335K Buy
10,811
+687
+7% +$19.9K 0.57% 58
2024
Q2 		$290K Hold
10,124
– – 0.53% 69
2024
Q1 		$278K Sell
10,124
-100
-1% -$2.69K 0.53% 66
2023
Q4 		$276K Buy
10,224
+255
+3% +$6.67K 0.64% 53
2023
Q3 		$261K Buy
9,969
+615
+7% +$16.7K 0.7% 53
2023
Q2 		$255K Sell
9,354
-3,122
-25% -$83.9K 0.71% 51
2023
Q1 		$335K Sell
12,476
-203
-2% -$5.46K 0.92% 32
2022
Q4 		$323K Sell
12,679
-397
-3% -$9.8K 0.94% 32
2022
Q3 		$307K Buy
13,076
+764
+6% +$20.1K 0.88% 33
2022
Q2 		$352K Sell
12,312
-37
-0.3% -$1.04K 1.12% 26
2022
Q1 		$378K Buy
12,349
+172
+1% +$5.39K 1.02% 22
2021
Q4 		$391K Buy
+12,177
New +$411K 1.02% 24

Other funds holding NUEM

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lockerman Financial Group's NUEM Position: Q1 2026 in Review

Lockerman Financial Group sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q1 2026, closing a stake of 5,729 shares — an estimated $204K sold.

Lockerman Financial Group first reported a position in NUEM in Q4 2021 and held it in 14 quarters. The position peaked at $391K in Q4 2021. 121 funds tracked by Wall St. Rank hold NUEM as of Q1 2026.

  • Lockerman Financial Group reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Lockerman Financial Group sold 5,729 Nuveen ESG Emerging Markets Equity ETF shares in Q1 2026, an estimated $204K.
  • Lockerman Financial Group first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2021 and held it in 14 quarters.
  • Lockerman Financial Group's Nuveen ESG Emerging Markets Equity ETF position peaked at $391K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q1 2026.

Based on Lockerman Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.