Redwood Financial Network’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Redwood Financial Network’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	-7,504	Closed	-$206K	–	149
2024 Q1	$206K	Sell	7,504 -2,234	-23%	-$60K	0.18%	141
2023 Q4	$262K	Buy	9,738 +142	+1%	+$3.71K	0.25%	118
2023 Q3	$252K	Buy	9,596 +94	+1%	+$2.56K	0.27%	115
2023 Q2	$259K	Buy	9,502 +1,275	+15%	+$34.3K	0.24%	123
2023 Q1	$221K	Buy	+8,227	New	+$222K	0.22%	136

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

Redwood Financial Network's NUEM Position: Q2 2024 in Review

Redwood Financial Network sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q2 2024, closing a stake of 7,504 shares — an estimated $206K sold.

Redwood Financial Network first reported a position in NUEM in Q1 2023 and held it in 5 quarters. The position peaked at $262K in Q4 2023. 97 funds tracked by Wall St. Rank hold NUEM as of Q2 2024.

Redwood Financial Network reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
Redwood Financial Network sold 7,504 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2024, an estimated $206K.
Redwood Financial Network first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q1 2023 and held it in 5 quarters.
Redwood Financial Network's Nuveen ESG Emerging Markets Equity ETF position peaked at $262K in Q4 2023.
97 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2024.

Based on Redwood Financial Network's 13F filing for Q2 2024, filed 7 Aug 2024.