Filing Research | Nuveen ESG Emerging Markets Equity ETF Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Abacus Wealth Partners, LLC	Shares	624.1KSH	$26.5M
2	TFC Financial Management, Inc.	Shares	292.5KSH	$12.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	165.2KSH	$6.9M
4	MISSION WEALTH MANAGEMENT, LP	Shares	91.6KSH	$3.9M
5	Allodium Investment Consultants, LLC	Shares	80.9KSH	$3.4M
6	Pioneer Wealth Management Group	Shares	53.9KSH	$2.3M
7	CGC Financial Services, LLC	Shares	46.7KSH	$2.0M
8	HM PAYSON & CO	Shares	22.4KSH	$950.9K
9	McNamara Financial Services, Inc.	Shares	19.9KSH	$844.9K
10	First Pacific Financial	Shares	11.3KSH	$478.9K
11	CGN Advisors LLC	Shares	11.2KSH	$474.1K
12	RVW Wealth, LLC	Shares	9.8KSH	$417.4K
13	Heck Capital Advisors, LLC	Shares	9.8KSH	$414.6K
14	ASPIRIANT, LLC	Shares	9.6KSH	$408.3K
15	PFG Investments, LLC	Shares	7.6KSH	$323.2K
16	Bond & Devick Financial Network, Inc.	Shares	7.3KSH	$308.5K
17	Sound Stewardship, LLC	Shares	6.7KSH	$284.4K
18	DAVENPORT & Co LLC	Shares	6.2KSH	$262.8K
19	RIVER'S EDGE WEALTH MANAGEMENT, LLC	Shares	6.1KSH	$249.7K
20	Revisor Wealth Management LLC	Shares	5.9KSH	$249.1K
21	Emergent Wealth Advisors, LLC	Shares	5.5KSH	$234.6K
22	Farther Finance Advisors, LLC	Shares	2.0KSH	$83.3K
23	Bear Mountain Capital, Inc.	Shares	1.8KSH	$71.7K
24	Golden State Wealth Management, LLC	Shares	1.3KSH	$53.4K
25	CoreCap Advisors, LLC	Shares	1.2KSH	$52.8K
26	Quaker Wealth Management, LLC	Shares	917SH	$38.9K
27	Colorado Capital Management, Inc.	Shares	244.6KSH	$10.4K
28	Abound Wealth Management	Shares	153SH	$6.5K
29	Trust Co	Shares	81SH	$3.4K
30	EverSource Wealth Advisors, LLC	Shares	74SH	$3.1K
31	CX Institutional	Shares	5.5KSH	$232

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	Abacus Wealth Partners, LLC added	Shares	+16.2K	+$4.2M	$26.5M
2	TFC Financial Management, Inc. trimmed	Shares	-132	+$1.7M	$12.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.5K	+$1.1M	$6.9M
4	Allodium Investment Consultants, LLC added	Shares	+431	+$476.7K	$3.4M
5	MISSION WEALTH MANAGEMENT, LP trimmed	Shares	-3.7K	+$387.2K	$3.9M
6	Pioneer Wealth Management Group added	Shares	+1.8K	+$372.5K	$2.3M
7	PFG Investments, LLC new	Shares	+7.6K	+$323.2K	$323.2K
8	HM PAYSON & CO added	Shares	+2.2K	+$208.6K	$950.9K
9	CGC Financial Services, LLC trimmed	Shares	-2.1K	+$188.1K	$2.0M
10	McNamara Financial Services, Inc. trimmed	Shares	-72	+$110.8K	$844.9K
11	CGN Advisors LLC trimmed	Shares	-150	+$58.1K	$474.1K
12	RVW Wealth, LLC unchanged	Shares	0	+$56.0K	$417.4K
13	First Pacific Financial trimmed	Shares	-244	+$55.3K	$478.9K
14	ASPIRIANT, LLC unchanged	Shares	0	+$54.8K	$408.3K
15	Heck Capital Advisors, LLC trimmed	Shares	-252	+$46.4K	$414.6K
16	Sound Stewardship, LLC unchanged	Shares	0	+$38.2K	$284.4K
17	Revisor Wealth Management LLC unchanged	Shares	0	+$33.4K	$249.1K
18	Emergent Wealth Advisors, LLC unchanged	Shares	0	+$31.5K	$234.6K
19	Bond & Devick Financial Network, Inc. trimmed	Shares	-484	+$23.6K	$308.5K
20	Farther Finance Advisors, LLC trimmed	Shares	-86	+$7.7K	$83.3K
21	CoreCap Advisors, LLC unchanged	Shares	0	+$7.1K	$52.8K
22	Quaker Wealth Management, LLC unchanged	Shares	0	+$5.2K	$38.9K
23	RIVER'S EDGE WEALTH MANAGEMENT, LLC added	Shares	+23	+$1.7K	$249.7K
24	Colorado Capital Management, Inc. added	Shares	+3.6K	+$1.5K	$10.4K
25	Golden State Wealth Management, LLC trimmed	Shares	-162	+$1.2K	$53.4K
26	Abound Wealth Management unchanged	Shares	0	+$871	$6.5K
27	Bear Mountain Capital, Inc. unchanged	Shares	0	+$579	$71.7K
28	Trust Co unchanged	Shares	0	+$461	$3.4K
29	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$421	$3.1K
30	CX Institutional trimmed	Shares	-14	+$30	$232
31	Scarborough Advisors, LLC exited	Shares	-121	-$4.5K	$0
32	DAVENPORT & Co LLC trimmed	Shares	-1.8K	-$29.6K	$262.8K
33	Stewardship Advisors, LLC exited	Shares	-37.4K	-$1.4M	$0