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 Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avantax Advisory Services's NUDM Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q2 2025: 8,594 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1893 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in NUDM as recently as Q1 2023.

Avantax Advisory Services first reported a position in NUDM in Q2 2021 and has held it in 9 quarters since. The position peaked at $440K in Q1 2022. 129 funds tracked by Wall St. Rank hold NUDM as of Q2 2025.

Avantax Advisory Services held 8,594 shares of Nuveen ESG International Developed Markets Equity ETF worth $305K as of Q2 2025.
Nuveen ESG International Developed Markets Equity ETF was a new Avantax Advisory Services position in Q2 2025.
Nuveen ESG International Developed Markets Equity ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1893 holding.
Avantax Advisory Services first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q2 2021 and has held it in 9 quarters since.
Avantax Advisory Services's Nuveen ESG International Developed Markets Equity ETF position peaked at $440K in Q1 2022.
129 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.