Patriot Financial Group Insurance Agency’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-436	Closed	-$12K	–	1417
2022 Q2	$12K	Sell	436 -219	-33%	-$6.19K	﹤0.01%	1184
2022 Q1	$20K	Sell	655 -182	-22%	-$5.71K	﹤0.01%	1092
2021 Q4	$27K	Hold	837	–	–	﹤0.01%	1092
2021 Q3	$28K	Sell	837 -99	-11%	-$3.47K	0.01%	1076
2021 Q2	$35K	Buy	936 +406	+77%	+$14.6K	0.01%	962
2021 Q1	$19K	Sell	530 -42	-7%	-$1.5K	﹤0.01%	1118
2020 Q4	$19K	Buy	572 +20	+4%	+$627	﹤0.01%	1000
2020 Q3	$16K	Hold	552	–	–	0.01%	885
2020 Q2	$14K	Hold	552	–	–	0.01%	858
2020 Q1	$12K	Sell	552 -227	-29%	-$5.7K	0.01%	805
2019 Q4	$21K	Buy	779 +458	+143%	+$12K	0.01%	668
2019 Q3	$8K	Buy	321 +179	+126%	+$4.53K	﹤0.01%	846
2019 Q2	$4K	Buy	+142	New	+$3.68K	﹤0.01%	997

Other funds holding NUEM

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LSAG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NUEM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q3 2022, closing a stake of 436 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in NUEM in Q2 2019 and held it in 13 quarters. The position peaked at $35K in Q2 2021. 65 funds tracked by Wall St. Rank hold NUEM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 436 Nuveen ESG Emerging Markets Equity ETF shares in Q3 2022, an estimated $12K.
Patriot Financial Group Insurance Agency first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q2 2019 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Nuveen ESG Emerging Markets Equity ETF position peaked at $35K in Q2 2021.
65 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.