Stewardship Advisors’s State Street Nuveen Municipal Bond ESG ETF MBNE Stock Holding History

Stewardship Advisors’s Portfolio MBNE Stock Details MBNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,746	Closed	-$434K	–	152
2024 Q4	$434K	Sell	14,746 -59,165	-80%	-$1.76M	0.12%	96
2024 Q3	$2.23M	Sell	73,911 -1,250	-2%	-$37.5K	0.63%	34
2024 Q2	$2.23M	Sell	75,161 -1,761	-2%	-$52.1K	0.74%	28
2024 Q1	$2.3M	Buy	76,922 +75	+0.1%	+$2.24K	0.79%	32
2023 Q4	$2.31M	Sell	76,847 -3,956	-5%	-$114K	0.83%	25
2023 Q3	$2.29M	Buy	80,803 +2,042	+3%	+$59.4K	0.89%	28
2023 Q2	$2.32M	Buy	78,761 +3,406	+5%	+$100K	0.87%	27
2023 Q1	$2.24M	Buy	+75,355	New	+$2.23M	0.86%	27

Other funds holding MBNE

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Stewardship Advisors's MBNE Position: Q1 2025 in Review

Stewardship Advisors sold out of State Street Nuveen Municipal Bond ESG ETF (MBNE) in Q1 2025, closing a stake of 14,746 shares — an estimated $434K sold.

Stewardship Advisors first reported a position in MBNE in Q1 2023 and held it in 8 quarters. The position peaked at $2.32M in Q2 2023. 19 funds tracked by Wall St. Rank hold MBNE as of Q1 2025.

Stewardship Advisors reported no remaining State Street Nuveen Municipal Bond ESG ETF position as of Q1 2025 after selling out during the quarter.
Stewardship Advisors sold 14,746 State Street Nuveen Municipal Bond ESG ETF shares in Q1 2025, an estimated $434K.
Stewardship Advisors first reported a position in State Street Nuveen Municipal Bond ESG ETF in Q1 2023 and held it in 8 quarters.
Stewardship Advisors's State Street Nuveen Municipal Bond ESG ETF position peaked at $2.32M in Q2 2023.
19 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ESG ETF as of Q1 2025.

Based on Stewardship Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.