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

Allworth 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
2026
Q1 		$3.11K Hold
86
– – ﹤0.01% 4195
2025
Q4 		$3.12K Hold
86
– – ﹤0.01% 3956
2025
Q3 		$3.24K Sell
86
-57
-40% -$2.07K ﹤0.01% 3787
2025
Q2 		$5.08K Sell
143
-306
-68% -$10.2K ﹤0.01% 3250
2025
Q1 		$14.6K Sell
449
-1,022
-69% -$32.5K ﹤0.01% 2255
2024
Q4 		$45.8K Buy
1,471
+254
+21% +$8.13K ﹤0.01% 1616
2024
Q3 		$41K Buy
1,217
+300
+33% +$9.69K ﹤0.01% 1497
2024
Q2 		$29.1K Hold
917
– – ﹤0.01% 1636
2024
Q1 		$28.5K Hold
917
– – ﹤0.01% 1566
2023
Q4 		$27K Hold
917
– – ﹤0.01% 1478
2023
Q3 		$25.1K Hold
917
– – ﹤0.01% 1390
2023
Q2 		$26.6K Buy
+917
New +$26.4K ﹤0.01% 1375

Other funds holding NUDM

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $198M AUM 15.52% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return