Avantax Advisory Services’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$305K	Buy	+8,594	New	+$287K	﹤0.01%	1893
2023 Q2	–	Sell	-9,545	Closed	-$268K	–	1551
2023 Q1	$268K	Sell	9,545 -1,683	-15%	-$46.4K	﹤0.01%	1215
2022 Q4	$290K	Sell	11,228 -6,391	-36%	-$159K	﹤0.01%	1126
2022 Q3	$393K	Buy	17,619 +350	+2%	+$8.75K	0.01%	886
2022 Q2	$436K	Buy	17,269 +1,925	+13%	+$51.7K	0.01%	842
2022 Q1	$440K	Buy	15,344 +2,548	+20%	+$74.8K	0.01%	843
2021 Q4	$397K	Buy	12,796 +2,336	+22%	+$74.4K	0.01%	849
2021 Q3	$328K	Buy	10,460 +2,378	+29%	+$76.6K	0.01%	886
2021 Q2	$256K	Buy	+8,082	New	+$256K	﹤0.01%	978

Other funds holding NUDM

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Bank of America

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

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

Cambridge Investment Research Advisors

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

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $198M AUM 15.52% 1-Year Est. Return

Envestnet Portfolio Solutions

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return