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

MFA Wealth Advisors’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	–	Sell	-4,336	Closed	-$135K	–	282
2024 Q3	$135K	Hold	4,336	–	–	0.03%	117
2024 Q2	$124K	Buy	+4,336	New	+$121K	0.03%	121
2021 Q3	–	Sell	-7,647	Closed	-$284K	–	64
2021 Q2	$284K	Hold	7,647	–	–	0.13%	58
2021 Q1	$268K	Hold	7,647	–	–	0.13%	57
2020 Q4	$256K	Buy	+7,647	New	+$240K	0.23%	39

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

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 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 $374B AUM 17.66% 1-Year Est. Return

MFA Wealth Advisors's NUEM Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2024, closing a stake of 4,336 shares — an estimated $135K sold.

MFA Wealth Advisors first reported a position in NUEM in Q4 2020 and held it in 5 quarters. The position peaked at $284K in Q2 2021. 97 funds tracked by Wall St. Rank hold NUEM as of Q4 2024.

MFA Wealth Advisors reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 4,336 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2024, an estimated $135K.
MFA Wealth Advisors first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2020 and held it in 5 quarters.
MFA Wealth Advisors's Nuveen ESG Emerging Markets Equity ETF position peaked at $284K in Q2 2021.
97 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.