WCFA
Walkner Condon Financial Advisors’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
6,338
-849
| -12% | -$28.2K | 0.04% | 264 |
|
|
2025
Q1 | $210K | Sell |
7,187
-197
| -3% | -$5.76K | 0.04% | 256 |
|
|
2024
Q4 | $214K | Sell |
7,384
-1,793
| -20% | -$52K | 0.04% | 260 |
|
|
2024
Q3 | $285K | Sell |
9,177
-2,875
| -24% | -$89.2K | 0.06% | 220 |
|
|
2024
Q2 | $346K | Sell |
12,052
-345
| -3% | -$9.89K | 0.07% | 181 |
|
|
2024
Q1 | $341K | Sell |
12,397
-129
| -1% | -$3.55K | 0.07% | 199 |
|
|
2023
Q4 | $338K | Sell |
12,526
-1,037
| -8% | -$27.9K | 0.08% | 196 |
|
|
2023
Q3 | $356K | Sell |
13,563
-358
| -3% | -$9.39K | 0.09% | 165 |
|
|
2023
Q2 | $380K | Sell |
13,921
-2,388
| -15% | -$65.2K | 0.1% | 158 |
|
|
2023
Q1 | $438K | Buy |
16,309
+194
| +1% | +$5.21K | 0.12% | 142 |
|
|
2022
Q4 | $410K | Buy |
16,115
+1,694
| +12% | +$43.1K | 0.12% | 143 |
|
|
2022
Q3 | $338K | Buy |
14,421
+332
| +2% | +$7.78K | 0.11% | 150 |
|
|
2022
Q2 | $384K | Sell |
14,089
-599
| -4% | -$16.3K | 0.12% | 148 |
|
|
2022
Q1 | $447K | Buy |
+14,688
| New | +$447K | 0.13% | 143 |
|
|
2021
Q4 | – | Sell |
-15,240
| Closed | -$514K | – | 157 |
|
|
2021
Q3 | $514K | Buy |
15,240
+1,266
| +9% | +$42.7K | 0.25% | 82 |
|
|
2021
Q2 | $517K | Sell |
13,974
-7,696
| -36% | -$285K | 0.19% | 96 |
|
|
2021
Q1 | $761K | Buy |
21,670
+5,663
| +35% | +$199K | 0.3% | 73 |
|
|
2020
Q4 | $535K | Buy |
16,007
+417
| +3% | +$13.9K | 0.23% | 78 |
|
|
2020
Q3 | $442K | Buy |
15,590
+1,079
| +7% | +$30.6K | 0.24% | 74 |
|
|
2020
Q2 | $363K | Buy |
14,511
+1,364
| +10% | +$34.1K | 0.32% | 42 |
|
|
2020
Q1 | $275K | Buy |
13,147
+3,126
| +31% | +$65.4K | 0.29% | 45 |
|
|
2019
Q4 | $274K | Buy |
+10,021
| New | +$274K | 0.26% | 53 |
|