Sowell Financial Services’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-2,058	Closed	-$73K	–	1984
2021 Q1	$73K	Sell	2,058 -307	-13%	-$11K	﹤0.01%	1504
2020 Q4	$79K	Sell	2,365 -768	-25%	-$24.1K	﹤0.01%	1245
2020 Q3	$89K	Buy	3,133 +30	+1%	+$834	﹤0.01%	1008
2020 Q2	$78K	Sell	3,103 -864	-22%	-$19.9K	﹤0.01%	1041
2020 Q1	$83K	Buy	3,967 +80	+2%	+$2.01K	0.01%	906
2019 Q4	$106K	Buy	3,887 +1,831	+89%	+$47.8K	0.01%	904
2019 Q3	$51K	Buy	+2,056	New	+$52K	﹤0.01%	992

Other funds holding NUEM

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Sowell Financial Services's NUEM Position: Q2 2021 in Review

Sowell Financial Services sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q2 2021, closing a stake of 2,058 shares — an estimated $73K sold.

Sowell Financial Services first reported a position in NUEM in Q3 2019 and held it in 7 quarters. The position peaked at $106K in Q4 2019. 53 funds tracked by Wall St. Rank hold NUEM as of Q2 2021.

Sowell Financial Services reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,058 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2021, an estimated $73K.
Sowell Financial Services first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Nuveen ESG Emerging Markets Equity ETF position peaked at $106K in Q4 2019.
53 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.