Baystate Wealth Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Baystate Wealth Management’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	$157K	Buy	5,348 +167	+3%	+$4.64K	0.01%	224
2023 Q3	$142K	Hold	5,181	–	–	0.01%	223
2023 Q2	$150K	Hold	5,181	–	–	0.01%	213
2023 Q1	$146K	Hold	5,181	–	–	0.01%	209
2022 Q4	$134K	Buy	5,181 +100	+2%	+$2.49K	0.01%	222
2022 Q3	$113K	Hold	5,081	–	–	0.01%	221
2022 Q2	$128K	Buy	5,081 +2,822	+125%	+$75.8K	0.01%	210
2022 Q1	$65K	Hold	2,259	–	–	0.01%	291
2021 Q4	$70K	Buy	2,259 +96	+4%	+$3.06K	0.01%	284
2021 Q3	$68K	Hold	2,163	–	–	0.01%	259
2021 Q2	$68K	Hold	2,163	–	–	0.01%	243
2021 Q1	$65K	Hold	2,163	–	–	0.01%	237
2020 Q4	$63K	Buy	2,163 +32	+2%	+$878	0.01%	226
2020 Q3	$54K	Hold	2,131	–	–	0.01%	213
2020 Q2	$52K	Buy	+2,131	New	+$48.5K	0.01%	221

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

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

PWPCM

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baystate Wealth Management's NUDM Position: Q4 2023 in Review

Baystate Wealth Management increased its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 3.2% in Q4 2023, buying an estimated $4.64K and bringing the position to 5,348 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #224.

Baystate Wealth Management first reported a position in NUDM in Q2 2020 and has held it in 15 quarters since. 98 funds tracked by Wall St. Rank hold NUDM as of Q4 2023.

Baystate Wealth Management held 5,348 shares of Nuveen ESG International Developed Markets Equity ETF worth $157K as of Q4 2023.
Baystate Wealth Management bought 167 Nuveen ESG International Developed Markets Equity ETF shares in Q4 2023, an estimated $4.64K.
Nuveen ESG International Developed Markets Equity ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #224 holding.
Baystate Wealth Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q2 2020 and has held it in 15 quarters since.
98 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.