Relyea Zuckerberg Hanson’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Relyea Zuckerberg Hanson’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
2023 Q4	–	Sell	-14,468	Closed	-$379K	–	237
2023 Q3	$379K	Sell	14,468 -228	-2%	-$6.21K	0.09%	125
2023 Q2	$401K	Buy	14,696 +3,264	+29%	+$87.8K	0.09%	125
2023 Q1	$307K	Buy	11,432 +27	+0.2%	+$727	0.08%	137
2022 Q4	$290K	Buy	+11,405	New	+$282K	0.08%	135

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

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

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

LSAG

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

CCM

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

Relyea Zuckerberg Hanson's NUEM Position: Q4 2023 in Review

Relyea Zuckerberg Hanson sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2023, closing a stake of 14,468 shares — an estimated $379K sold.

Relyea Zuckerberg Hanson first reported a position in NUEM in Q4 2022 and held it in 4 quarters. The position peaked at $401K in Q2 2023. 95 funds tracked by Wall St. Rank hold NUEM as of Q4 2023.

Relyea Zuckerberg Hanson reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 14,468 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2023, an estimated $379K.
Relyea Zuckerberg Hanson first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2022 and held it in 4 quarters.
Relyea Zuckerberg Hanson's Nuveen ESG Emerging Markets Equity ETF position peaked at $401K in Q2 2023.
95 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2023.

Based on Relyea Zuckerberg Hanson's 13F filing for Q4 2023, filed 18 Jan 2024.