RWA Wealth Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

RWA Wealth Partners’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,974	Closed	-$134K	–	605
2025 Q1	$134K	Sell	11,974 -6,720	-36%	-$76.5K	﹤0.01%	538
2024 Q4	$211K	Hold	18,694	–	–	﹤0.01%	539
2024 Q3	$224K	Sell	18,694 -2,205	-11%	-$25.6K	﹤0.01%	528
2024 Q2	$239K	Sell	20,899 -202	-1%	-$2.21K	﹤0.01%	494
2024 Q1	$234K	Sell	21,101 -19,568	-48%	-$215K	﹤0.01%	501
2023 Q4	$447K	Sell	40,669 -4,267	-9%	-$43.5K	0.01%	389
2023 Q3	$435K	Buy	44,936 +1,876	+4%	+$19.7K	0.01%	283
2023 Q2	$471K	Buy	+43,060	New	+$471K	0.01%	235
2018 Q3	–	Sell	-1,876	Closed	-$24K	–	541
2018 Q2	$24K	Buy	+1,876	New	+$24.2K	﹤0.01%	517

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RWA Wealth Partners's NEA Position: Q2 2025 in Review

RWA Wealth Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 11,974 shares — an estimated $134K sold.

RWA Wealth Partners first reported a position in NEA in Q2 2018 and held it in 9 quarters. The position peaked at $471K in Q2 2023. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

RWA Wealth Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
RWA Wealth Partners sold 11,974 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $134K.
RWA Wealth Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2018 and held it in 9 quarters.
RWA Wealth Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $471K in Q2 2023.
302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on RWA Wealth Partners's 13F filing for Q2 2025, filed 6 Aug 2025.