Orgel Wealth Management’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Orgel Wealth Management’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	-72,293	Closed	-$1.99M	–	82
2024 Q1	$1.99M	Buy	72,293 +8,135	+13%	+$219K	0.05%	34
2023 Q4	$1.73M	Buy	64,158 +80	+0.1%	+$2.09K	0.05%	37
2023 Q3	$1.68M	Sell	64,078 -4,283	-6%	-$117K	0.06%	34
2023 Q2	$1.87M	Buy	68,361 +62	+0.1%	+$1.67K	0.06%	36
2023 Q1	$1.84M	Buy	68,299 +302	+0.4%	+$8.13K	0.07%	35
2022 Q4	$1.73M	Buy	+67,997	New	+$1.68M	0.07%	34

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

Orgel Wealth Management's NUEM Position: Q2 2024 in Review

Orgel Wealth Management sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q2 2024, closing a stake of 72,293 shares — an estimated $1.99M sold.

Orgel Wealth Management first reported a position in NUEM in Q4 2022 and held it in 6 quarters. The position peaked at $1.99M in Q1 2024. 97 funds tracked by Wall St. Rank hold NUEM as of Q2 2024.

Orgel Wealth Management reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
Orgel Wealth Management sold 72,293 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2024, an estimated $1.99M.
Orgel Wealth Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2022 and held it in 6 quarters.
Orgel Wealth Management's Nuveen ESG Emerging Markets Equity ETF position peaked at $1.99M in Q1 2024.
97 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2024.

Based on Orgel Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.