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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
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 $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 $570B 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 $204M AUM 16.12% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Avantax Planning Partners's NUDM Position: Q1 2026 in Review

Avantax Planning Partners reduced its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 0.61% in Q1 2026, selling an estimated $3.04K and leaving 13,242 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #285.

Avantax Planning Partners first reported a position in NUDM in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.82M in Q4 2021. 148 funds tracked by Wall St. Rank hold NUDM as of Q1 2026.

  • Avantax Planning Partners held 13,242 shares of Nuveen ESG International Developed Markets Equity ETF worth $478K as of Q1 2026.
  • Avantax Planning Partners sold 81 Nuveen ESG International Developed Markets Equity ETF shares in Q1 2026, an estimated $3.04K.
  • Nuveen ESG International Developed Markets Equity ETF made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #285 holding.
  • Avantax Planning Partners first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q1 2019 and has held it in 29 quarters since.
  • Avantax Planning Partners's Nuveen ESG International Developed Markets Equity ETF position peaked at $3.82M in Q4 2021.
  • 148 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.