Orion Capital Management’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Orion Capital 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
2026 Q2	$54K	Buy	1,272 +15	+1%	+$614	0.02%	281
2026 Q1	$46.2K	Buy	1,257 +633	+101%	+$23.8K	0.02%	268
2025 Q4	$22.2K	Buy	624 +376	+152%	+$13.7K	0.01%	342
2025 Q3	$8.85K	Hold	248	–	–	﹤0.01%	399
2025 Q2	$8.24K	Hold	248	–	–	﹤0.01%	373
2025 Q1	$7.25K	Hold	248	–	–	﹤0.01%	372
2024 Q4	$7.2K	Buy	+248	New	+$7.55K	﹤0.01%	374
2024 Q3	–	Sell	-248	Closed	-$7.11K	–	326
2024 Q2	$7.11K	Hold	248	–	–	﹤0.01%	364
2024 Q1	$6.82K	Buy	+248	New	+$6.67K	﹤0.01%	398

Other funds holding NUEM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Orion Capital Management's NUEM Position: Q2 2026 in Review

Orion Capital Management increased its Nuveen ESG Emerging Markets Equity ETF (NUEM) stake by 1.2% in Q2 2026, buying an estimated $614 and bringing the position to 1,272 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #281.

Orion Capital Management first reported a position in NUEM in Q1 2024 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold NUEM as of Q2 2026.

Orion Capital Management held 1,272 shares of Nuveen ESG Emerging Markets Equity ETF worth $54K as of Q2 2026.
Orion Capital Management bought 15 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2026, an estimated $614.
Nuveen ESG Emerging Markets Equity ETF made up 0.02% of Orion Capital Management's portfolio in Q2 2026, its #281 holding.
Orion Capital Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q1 2024 and has held it in 9 quarters since.
119 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.