Whittier Trust’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Whittier Trust’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	$930K	Hold	22,244	–	–	0.01%	396
2026 Q1	$815K	Hold	22,244	–	–	0.01%	376
2025 Q4	$826K	Hold	22,244	–	–	0.01%	374
2025 Q3	$806K	Hold	22,244	–	–	0.01%	374
2025 Q2	$739K	Hold	22,244	–	–	0.01%	430
2025 Q1	$651K	Hold	22,244	–	–	0.01%	443
2024 Q4	$646K	Hold	22,244	–	–	0.01%	451
2024 Q3	$690K	Hold	22,244	–	–	0.01%	444
2024 Q2	$638K	Hold	22,244	–	–	0.01%	438
2024 Q1	$612K	Sell	22,244 -15,932	-42%	-$428K	0.01%	451
2023 Q4	$1.03M	Buy	38,176 +15,932	+72%	+$417K	0.02%	352
2023 Q3	$583K	Buy	22,244 +10,481	+89%	+$285K	0.01%	436
2023 Q2	$321K	Hold	11,763	–	–	0.01%	543
2023 Q1	$316K	Buy	11,763 +1,096	+10%	+$29.5K	0.01%	559
2022 Q4	$271K	Buy	10,667 +567	+6%	+$14K	0.01%	582
2022 Q3	$236K	Hold	10,100	–	–	﹤0.01%	590
2022 Q2	$276K	Hold	10,100	–	–	0.01%	566
2022 Q1	$308K	Hold	10,100	–	–	0.01%	583
2021 Q4	$326K	Hold	10,100	–	–	0.01%	575
2021 Q3	$342K	Hold	10,100	–	–	0.01%	537
2021 Q2	$375K	Hold	10,100	–	–	0.01%	525
2021 Q1	$355K	Hold	10,100	–	–	0.01%	530
2020 Q4	$338K	Hold	10,100	–	–	0.01%	495
2020 Q3	$287K	Hold	10,100	–	–	0.01%	508
2020 Q2	$252K	Hold	10,100	–	–	0.01%	498
2020 Q1	$212K	Buy	+10,100	New	+$254K	0.01%	507

Other funds holding NUEM

TCIIS

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 22.96% 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 $293M AUM 22.17% 1-Year Est. Return

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

Whittier Trust's NUEM Position: Q2 2026 in Review

Whittier Trust held its Nuveen ESG Emerging Markets Equity ETF (NUEM) position steady in Q2 2026 at 22,244 shares worth $930K. The position accounts for 0.01% of the portfolio, ranked #396.

Whittier Trust first reported a position in NUEM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.03M in Q4 2023. 119 funds tracked by Wall St. Rank hold NUEM as of Q2 2026.

Whittier Trust held 22,244 shares of Nuveen ESG Emerging Markets Equity ETF worth $930K as of Q2 2026.
Whittier Trust left its Nuveen ESG Emerging Markets Equity ETF share count unchanged in Q2 2026.
Nuveen ESG Emerging Markets Equity ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #396 holding.
Whittier Trust first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q1 2020 and has held it in 26 quarters since.
Whittier Trust's Nuveen ESG Emerging Markets Equity ETF position peaked at $1.03M in Q4 2023.
119 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.