Sand Hill Global Advisors’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Sand Hill Global 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
2023 Q1	–	Sell	-15,209	Closed	-$387K	–	164
2022 Q4	$387K	Sell	15,209 -53,233	-78%	-$1.31M	0.02%	134
2022 Q3	$1.6M	Buy	+68,442	New	+$1.8M	0.1%	85

Other funds holding NUEM

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSAG

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Sand Hill Global Advisors's NUEM Position: Q1 2023 in Review

Sand Hill Global Advisors sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q1 2023, closing a stake of 15,209 shares — an estimated $387K sold.

Sand Hill Global Advisors first reported a position in NUEM in Q3 2022 and held it in 2 quarters. The position peaked at $1.6M in Q3 2022. 89 funds tracked by Wall St. Rank hold NUEM as of Q1 2023.

Sand Hill Global Advisors reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
Sand Hill Global Advisors sold 15,209 Nuveen ESG Emerging Markets Equity ETF shares in Q1 2023, an estimated $387K.
Sand Hill Global Advisors first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q3 2022 and held it in 2 quarters.
Sand Hill Global Advisors's Nuveen ESG Emerging Markets Equity ETF position peaked at $1.6M in Q3 2022.
89 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q1 2023.

Based on Sand Hill Global Advisors's 13F filing for Q1 2023, filed 12 May 2023.