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Advisornet Financial’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Advisornet Financial’s Portfolio NUDM Stock Details NUDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,320
Closed -$717K – 2168
2024
Q3 		$717K Sell
21,320
-74
-0.3% -$2.39K 0.05% 268
2024
Q2 		$666K Sell
21,394
-104
-0.5% -$3.21K 0.06% 256
2024
Q1 		$668K Hold
21,498
– – 0.06% 256
2023
Q4 		$632K Buy
21,498
+201
+0.9% +$5.58K 0.06% 279
2023
Q3 		$582K Hold
21,297
– – 0.05% 282
2023
Q2 		$617K Sell
21,297
-133
-0.6% -$3.82K 0.05% 277
2023
Q1 		$603K Sell
21,430
-1,302
-6% -$35.9K 0.06% 266
2022
Q4 		$586K Sell
22,732
-1,864
-8% -$46.5K 0.06% 272
2022
Q3 		$549K Buy
24,596
+10,980
+81% +$275K 0.05% 297
2022
Q2 		$343K Buy
13,616
+962
+8% +$25.8K 0.03% 389
2022
Q1 		$364K Buy
12,654
+194
+2% +$5.7K 0.02% 431
2021
Q4 		$386K Buy
12,460
+1,911
+18% +$60.9K 0.02% 443
2021
Q3 		$331K Buy
10,549
+668
+7% +$21.5K 0.02% 442
2021
Q2 		$312K Buy
9,881
+261
+3% +$8.25K 0.02% 470
2021
Q1 		$291K Buy
9,620
+127
+1% +$3.83K 0.02% 462
2020
Q4 		$278K Sell
9,493
-213
-2% -$5.84K 0.02% 433
2020
Q3 		$248K Buy
9,706
+1,755
+22% +$44.9K 0.02% 450
2020
Q2 		$193K Sell
7,951
-23
-0.3% -$523 0.02% 502
2020
Q1 		$167K Buy
7,974
+1,070
+15% +$26.5K 0.02% 499
2019
Q4 		$186K Hold
6,904
– – 0.02% 519
2019
Q3 		$178K Buy
+6,904
New +$175K 0.02% 535

Other funds holding NUDM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisornet Financial's NUDM Position: Q4 2024 in Review

Advisornet Financial sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q4 2024, closing a stake of 21,320 shares — an estimated $717K sold.

Advisornet Financial first reported a position in NUDM in Q3 2019 and held it in 21 quarters. The position peaked at $717K in Q3 2024. 121 funds tracked by Wall St. Rank hold NUDM as of Q4 2024.

  • Advisornet Financial reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 21,320 Nuveen ESG International Developed Markets Equity ETF shares in Q4 2024, an estimated $717K.
  • Advisornet Financial first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q3 2019 and held it in 21 quarters.
  • Advisornet Financial's Nuveen ESG International Developed Markets Equity ETF position peaked at $717K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.