Avantax Planning Partners’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Avantax Planning Partners’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 Q2	$511K	Sell	12,758 -484	-4%	-$18.7K	0.01%	289
2026 Q1	$478K	Sell	13,242 -81	-0.6%	-$3.04K	0.01%	285
2025 Q4	$482K	Sell	13,323 -1,007	-7%	-$38.1K	0.01%	277
2025 Q3	$539K	Sell	14,330 -387	-3%	-$14K	0.02%	262
2025 Q2	$522K	Sell	14,717 -6,426	-30%	-$214K	0.02%	260
2025 Q1	$673K	Sell	21,143 -649	-3%	-$20.6K	0.02%	217
2024 Q4	$655K	Sell	21,792 -802	-4%	-$25.7K	0.02%	216
2024 Q3	$760K	Sell	22,594 -71,566	-76%	-$2.31M	0.03%	195
2024 Q2	$2.93M	Sell	94,160 -2,883	-3%	-$89.1K	0.09%	113
2024 Q1	$3.02M	Sell	97,043 -413	-0.4%	-$12.3K	0.1%	119
2023 Q4	$2.87M	Sell	97,456 -889	-0.9%	-$24.7K	0.11%	92
2023 Q3	$2.69M	Sell	98,345 -17,314	-15%	-$492K	0.11%	91
2023 Q2	$3.35M	Buy	115,659 +41,267	+55%	+$1.19M	0.13%	77
2023 Q1	$2.09M	Buy	74,392 +15,351	+26%	+$424K	0.09%	103
2022 Q4	$1.52M	Sell	59,041 -6,760	-10%	-$168K	0.06%	126
2022 Q3	$1.47M	Sell	65,801 -12,798	-16%	-$320K	0.07%	115
2022 Q2	$1.98M	Sell	78,599 -3,300	-4%	-$88.6K	0.08%	100
2022 Q1	$2.36M	Sell	81,899 -41,396	-34%	-$1.22M	0.09%	92
2021 Q4	$3.82M	Buy	123,295 +6,271	+5%	+$200K	0.16%	63
2021 Q3	$3.67M	Buy	117,024 +3,419	+3%	+$110K	0.17%	51
2021 Q2	$3.59M	Buy	113,605 +8,336	+8%	+$264K	0.17%	51
2021 Q1	$3.18M	Buy	105,269 +36,079	+52%	+$1.09M	0.16%	52
2020 Q4	$2.02M	Sell	69,190 -3,459	-5%	-$94.9K	0.1%	83
2020 Q3	$1.86M	Sell	72,649 -2,110	-3%	-$53.9K	0.1%	88
2020 Q2	$1.81M	Buy	74,759 +6,355	+9%	+$145K	0.1%	85
2020 Q1	$1.44M	Buy	68,404 +29,591	+76%	+$732K	0.1%	82
2019 Q4	$1.05M	Buy	38,813 +653	+2%	+$17.5K	0.06%	109
2019 Q3	$986K	Sell	38,160 -1,581	-4%	-$40.1K	0.06%	108
2019 Q2	$1.03M	Buy	39,741 +21,603	+119%	+$538K	0.07%	103
2019 Q1	$439K	Buy	+18,138	New	+$432K	0.03%	176

Other funds holding NUDM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

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

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Avantax Planning Partners's NUDM Position: Q2 2026 in Review

Avantax Planning Partners reduced its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 3.7% in Q2 2026, selling an estimated $18.7K and leaving 12,758 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #289.

Avantax Planning Partners first reported a position in NUDM in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.82M in Q4 2021. 155 funds tracked by Wall St. Rank hold NUDM as of Q2 2026.

Avantax Planning Partners held 12,758 shares of Nuveen ESG International Developed Markets Equity ETF worth $511K as of Q2 2026.
Avantax Planning Partners sold 484 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2026, an estimated $18.7K.
Nuveen ESG International Developed Markets Equity ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #289 holding.
Avantax Planning Partners first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q1 2019 and has held it in 30 quarters since.
Avantax Planning Partners's Nuveen ESG International Developed Markets Equity ETF position peaked at $3.82M in Q4 2021.
155 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.