RBA
NUEM icon

Richard Bernstein Advisors’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Richard Bernstein Advisors’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
-8,124
Closed -$223K – 214
2024
Q1 		$223K Sell
8,124
-8,013
-50% -$215K ﹤0.01% 207
2023
Q4 		$435K Sell
16,137
-3,871
-19% -$101K 0.01% 197
2023
Q3 		$525K Buy
+20,008
New +$545K 0.01% 195

Other funds holding NUEM

TIAA Trust, National Association
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
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
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Richard Bernstein Advisors's NUEM Position: Q2 2024 in Review

Richard Bernstein Advisors sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q2 2024, closing a stake of 8,124 shares — an estimated $223K sold.

Richard Bernstein Advisors first reported a position in NUEM in Q3 2023 and held it in 3 quarters. The position peaked at $525K in Q3 2023. 97 funds tracked by Wall St. Rank hold NUEM as of Q2 2024.

  • Richard Bernstein Advisors reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Richard Bernstein Advisors sold 8,124 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2024, an estimated $223K.
  • Richard Bernstein Advisors first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q3 2023 and held it in 3 quarters.
  • Richard Bernstein Advisors's Nuveen ESG Emerging Markets Equity ETF position peaked at $525K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2024.

Based on Richard Bernstein Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.