Bartlett & Co’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Bartlett & Co’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
2023 Q4	$110K	Hold	3,735	–	–	﹤0.01%	564
2023 Q3	$102K	Hold	3,735	–	–	﹤0.01%	539
2023 Q2	$108K	Hold	3,735	–	–	﹤0.01%	529
2023 Q1	$105K	Hold	3,735	–	–	﹤0.01%	460
2022 Q4	$96K	Buy	+3,735	New	+$93.1K	﹤0.01%	477

Other funds holding NUDM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co's NUDM Position: Q4 2023 in Review

Bartlett & Co held its Nuveen ESG International Developed Markets Equity ETF (NUDM) position steady in Q4 2023 at 3,735 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Bartlett & Co first reported a position in NUDM in Q4 2022 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold NUDM as of Q4 2023.

Bartlett & Co held 3,735 shares of Nuveen ESG International Developed Markets Equity ETF worth $110K as of Q4 2023.
Bartlett & Co left its Nuveen ESG International Developed Markets Equity ETF share count unchanged in Q4 2023.
Nuveen ESG International Developed Markets Equity ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #564 holding.
Bartlett & Co first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2022 and has held it in 5 quarters since.
98 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.