Bank of Montreal
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Bank of Montreal’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Bank of Montreal’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
2024
Q1 		– Sell
-51,586
Closed -$1.52M – 4197
2023
Q4 		$1.52M Buy
+51,586
New +$1.43M ﹤0.01% 1831

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 $570B 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Bank of Montreal's NUDM Position: Q1 2024 in Review

Bank of Montreal sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q1 2024, closing a stake of 51,586 shares — an estimated $1.52M sold.

Bank of Montreal first reported a position in NUDM in Q4 2023 and held it in 1 quarter. The position peaked at $1.52M in Q4 2023. 106 funds tracked by Wall St. Rank hold NUDM as of Q1 2024.

  • Bank of Montreal reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 51,586 Nuveen ESG International Developed Markets Equity ETF shares in Q1 2024, an estimated $1.52M.
  • Bank of Montreal first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's Nuveen ESG International Developed Markets Equity ETF position peaked at $1.52M in Q4 2023.
  • 106 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.