Perella Weinberg Partners Capital Management’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Perella Weinberg Partners 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
2024 Q1	–	Sell	-54,864	Closed	-$1.48M	–	30
2023 Q4	$1.48M	Sell	54,864 -75,735	-58%	-$1.98M	0.12%	27
2023 Q3	$3.42M	Sell	130,599 -195,532	-60%	-$5.32M	0.37%	20
2023 Q2	$8.91M	Sell	326,131 -14,179	-4%	-$381K	0.93%	13
2023 Q1	$9.14M	Buy	340,310 +64,183	+23%	+$1.73M	1.12%	13
2022 Q4	$7.02M	Sell	276,127 -22,246	-7%	-$549K	1.13%	16
2022 Q3	$6.99M	Buy	298,373 +196,183	+192%	+$5.17M	1.01%	14
2022 Q2	$2.79M	Sell	102,190 -208,562	-67%	-$5.89M	0.36%	25
2022 Q1	$9.47M	Hold	310,752	–	–	1.51%	15
2021 Q4	$10M	Hold	310,752	–	–	1.86%	15
2021 Q3	$10.5M	Buy	+310,752	New	+$10.9M	1.6%	16

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

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

LSAG

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Perella Weinberg Partners Capital Management's NUEM Position: Q1 2024 in Review

Perella Weinberg Partners Capital Management sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q1 2024, closing a stake of 54,864 shares — an estimated $1.48M sold.

Perella Weinberg Partners Capital Management first reported a position in NUEM in Q3 2021 and held it in 10 quarters. The position peaked at $10.5M in Q3 2021. 95 funds tracked by Wall St. Rank hold NUEM as of Q1 2024.

Perella Weinberg Partners Capital Management reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Perella Weinberg Partners Capital Management sold 54,864 Nuveen ESG Emerging Markets Equity ETF shares in Q1 2024, an estimated $1.48M.
Perella Weinberg Partners Capital Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q3 2021 and held it in 10 quarters.
Perella Weinberg Partners Capital Management's Nuveen ESG Emerging Markets Equity ETF position peaked at $10.5M in Q3 2021.
95 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q1 2024.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q1 2024, filed 13 May 2024.