Tolleson Wealth Management’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Tolleson Wealth Management’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
2026 Q2	$1.45M	Sell	34,096 -25,562	-43%	-$1.05M	0.2%	37
2026 Q1	$2.19M	Sell	59,658 -650	-1%	-$24.4K	0.32%	30
2025 Q4	$2.15M	Sell	60,308 -771	-1%	-$28K	0.31%	29
2025 Q3	$2.18M	Buy	61,079 +25,590	+72%	+$876K	0.34%	28
2025 Q2	$1.18M	Buy	35,489 +450	+1%	+$13.6K	0.2%	40
2025 Q1	$1.02M	Sell	35,039 -1,030	-3%	-$30.4K	0.2%	41
2024 Q4	$1.05M	Buy	36,069 +177	+0.5%	+$5.39K	0.21%	43
2024 Q3	$1.11M	Hold	35,892	–	–	0.21%	36
2024 Q2	$1.03M	Hold	35,892	–	–	0.2%	42
2024 Q1	$987K	Hold	35,892	–	–	0.19%	42
2023 Q4	$967K	Sell	35,892 -975	-3%	-$25.5K	0.2%	44
2023 Q3	$967K	Hold	36,867	–	–	0.23%	44
2023 Q2	$1.01M	Buy	36,867 +17,777	+93%	+$478K	0.24%	46
2023 Q1	$513K	Hold	19,090	–	–	0.13%	55
2022 Q4	$486K	Sell	19,090 -10,073	-35%	-$249K	0.13%	59
2022 Q3	$683K	Sell	29,163 -1,351	-4%	-$35.6K	0.21%	45
2022 Q2	$833K	Sell	30,514 -480	-2%	-$13.6K	0.24%	43
2022 Q1	$944K	Buy	30,994 +6,271	+25%	+$197K	0.28%	42
2021 Q4	$798K	Buy	+24,723	New	+$835K	0.21%	46

Other funds holding NUEM

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AWP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

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

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

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

Tolleson Wealth Management's NUEM Position: Q2 2026 in Review

Tolleson Wealth Management reduced its Nuveen ESG Emerging Markets Equity ETF (NUEM) stake by 43% in Q2 2026, selling an estimated $1.05M and leaving 34,096 shares worth $1.45M. The position accounts for 0.2% of the portfolio, ranked #37.

Tolleson Wealth Management first reported a position in NUEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q1 2026. 120 funds tracked by Wall St. Rank hold NUEM as of Q2 2026.

Tolleson Wealth Management held 34,096 shares of Nuveen ESG Emerging Markets Equity ETF worth $1.45M as of Q2 2026.
Tolleson Wealth Management sold 25,562 Nuveen ESG Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.05M.
Nuveen ESG Emerging Markets Equity ETF made up 0.2% of Tolleson Wealth Management's portfolio in Q2 2026, its #37 holding.
Tolleson Wealth Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
Tolleson Wealth Management's Nuveen ESG Emerging Markets Equity ETF position peaked at $2.19M in Q1 2026.
120 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.