WealthPlan Investment Management’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

WealthPlan Investment 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
2023 Q3	–	Sell	-3,460	Closed	-$94.5K	–	280
2023 Q2	$94.5K	Hold	3,460	–	–	0.03%	156
2023 Q1	$93K	Buy	+3,460	New	+$93.2K	0.02%	203

Other funds holding NUEM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

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

LSAG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

PWPCM

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

WealthPlan Investment Management's NUEM Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q3 2023, closing a stake of 3,460 shares — an estimated $94.5K sold.

WealthPlan Investment Management first reported a position in NUEM in Q1 2023 and held it in 2 quarters. The position peaked at $94.5K in Q2 2023. 91 funds tracked by Wall St. Rank hold NUEM as of Q3 2023.

WealthPlan Investment Management reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
WealthPlan Investment Management sold 3,460 Nuveen ESG Emerging Markets Equity ETF shares in Q3 2023, an estimated $94.5K.
WealthPlan Investment Management first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q1 2023 and held it in 2 quarters.
WealthPlan Investment Management's Nuveen ESG Emerging Markets Equity ETF position peaked at $94.5K in Q2 2023.
91 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.