Milestone Investment Advisors’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Milestone Investment 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 Q2	–	Sell	-1,110	Closed	-$30.5K	–	137
2024 Q1	$30.5K	Hold	1,110	–	–	0.01%	105
2023 Q4	$29.9K	Hold	1,110	–	–	0.01%	100
2023 Q3	$29.1K	Hold	1,110	–	–	0.01%	237
2023 Q2	$30.3K	Hold	1,110	–	–	0.01%	92
2023 Q1	$29.8K	Hold	1,110	–	–	0.01%	245
2022 Q4	$28.2K	Buy	+1,110	New	+$27.4K	0.01%	93

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 $1.1B AUM 14.74% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Milestone Investment Advisors's NUEM Position: Q2 2024 in Review

Milestone Investment Advisors sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q2 2024, closing a stake of 1,110 shares — an estimated $30.5K sold.

Milestone Investment Advisors first reported a position in NUEM in Q4 2022 and held it in 6 quarters. The position peaked at $30.5K in Q1 2024. 97 funds tracked by Wall St. Rank hold NUEM as of Q2 2024.

Milestone Investment Advisors reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
Milestone Investment Advisors sold 1,110 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2024, an estimated $30.5K.
Milestone Investment Advisors first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2022 and held it in 6 quarters.
Milestone Investment Advisors's Nuveen ESG Emerging Markets Equity ETF position peaked at $30.5K in Q1 2024.
97 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2024.

Based on Milestone Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.