Brio Consultants’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Brio Consultants’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	$3.94M	Buy	103,531 +6,704	+7%	+$252K	0.48%	42
2025 Q4	$3.51M	Buy	96,827 +5,791	+6%	+$219K	0.46%	42
2025 Q3	$3.42M	Buy	91,036 +3,134	+4%	+$114K	0.47%	40
2025 Q2	$3.12M	Buy	87,902 +14,917	+20%	+$497K	0.46%	40
2025 Q1	$2.32M	Sell	72,985 -1,321	-2%	-$42K	0.37%	45
2024 Q4	$2.23M	Buy	74,306 +8,349	+13%	+$267K	0.35%	48
2024 Q3	$2.22M	Buy	65,957 +2,314	+4%	+$74.8K	0.35%	46
2024 Q2	$1.98M	Buy	63,643 +6,294	+11%	+$195K	0.33%	48
2024 Q1	$1.78M	Sell	57,349 -2,353	-4%	-$70K	0.3%	48
2023 Q4	$1.76M	Buy	59,702 +5,658	+10%	+$157K	0.31%	48
2023 Q3	$1.48M	Buy	54,044 +2,514	+5%	+$71.4K	0.28%	49
2023 Q2	$1.49M	Buy	51,530 +2,126	+4%	+$61.1K	0.27%	46
2023 Q1	$1.39M	Buy	49,404 +4,791	+11%	+$132K	0.26%	49
2022 Q4	$1.15M	Buy	44,613 +3,653	+9%	+$91K	0.23%	50
2022 Q3	$943K	Sell	40,960 -27,454	-40%	-$686K	0.2%	53
2022 Q2	$1.69M	Buy	68,414 +12,087	+21%	+$325K	0.38%	34
2022 Q1	$1.62M	Buy	56,327 +24,393	+76%	+$716K	0.35%	34
2021 Q4	$990K	Buy	31,934 +820	+3%	+$26.1K	0.23%	37
2021 Q3	$975K	Buy	31,114 +332	+1%	+$10.7K	0.24%	39
2021 Q2	$972K	Buy	30,782 +2,254	+8%	+$71.3K	0.25%	38
2021 Q1	$863K	Buy	28,528 +5,036	+21%	+$152K	0.25%	35
2020 Q4	$687K	Sell	23,492 -3,604	-13%	-$98.9K	0.22%	38
2020 Q3	$693K	Buy	27,096 +2,531	+10%	+$64.7K	0.21%	41
2020 Q2	$595K	Sell	24,565 -5,683	-19%	-$129K	0.2%	41
2020 Q1	$635K	Buy	30,248 +607	+2%	+$15K	0.25%	42
2019 Q4	$799K	Buy	29,641 +2,287	+8%	+$61.4K	0.27%	41
2019 Q3	$707K	Buy	27,354 +499	+2%	+$12.7K	0.26%	38
2019 Q2	$691K	Buy	26,855 +612	+2%	+$15.3K	0.28%	39
2019 Q1	$635K	Buy	26,243 +8,228	+46%	+$196K	0.28%	36
2018 Q4	$403K	Buy	+18,015	New	+$436K	0.21%	46

Other funds holding NUDM

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Brio Consultants's NUDM Position: Q1 2026 in Review

Brio Consultants increased its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 6.9% in Q1 2026, buying an estimated $252K and bringing the position to 103,531 shares worth $3.94M. The position accounts for 0.48% of the portfolio, ranked #42.

Brio Consultants first reported a position in NUDM in Q4 2018 and has held it in 30 quarters since. 148 funds tracked by Wall St. Rank hold NUDM as of Q1 2026.

Brio Consultants held 103,531 shares of Nuveen ESG International Developed Markets Equity ETF worth $3.94M as of Q1 2026.
Brio Consultants bought 6,704 Nuveen ESG International Developed Markets Equity ETF shares in Q1 2026, an estimated $252K.
Nuveen ESG International Developed Markets Equity ETF made up 0.48% of Brio Consultants's portfolio in Q1 2026, its #42 holding.
Brio Consultants first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2018 and has held it in 30 quarters since.
148 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.