Carson Wealth (CWM LLC)
NUDM icon

Carson Wealth (CWM LLC)’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Carson Wealth (CWM LLC)’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 		$143K Sell
3,956
-421
-10% -$15.8K ﹤0.01% 2992
2025
Q4 		$158K Sell
4,377
-1,978
-31% -$74.8K ﹤0.01% 2749
2025
Q3 		$239K Buy
6,355
+2,035
+47% +$73.9K ﹤0.01% 2304
2025
Q2 		$153K Buy
4,320
+711
+20% +$23.7K ﹤0.01% 2398
2025
Q1 		$115K Buy
3,609
+318
+10% +$10.1K ﹤0.01% 2316
2024
Q4 		$99K Buy
+3,291
New +$105K ﹤0.01% 2291

Other funds holding NUDM

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 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

Carson Wealth (CWM LLC)'s NUDM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 9.6% in Q1 2026, selling an estimated $15.8K and leaving 3,956 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Carson Wealth (CWM LLC) first reported a position in NUDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $239K in Q3 2025. 149 funds tracked by Wall St. Rank hold NUDM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,956 shares of Nuveen ESG International Developed Markets Equity ETF worth $143K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 421 Nuveen ESG International Developed Markets Equity ETF shares in Q1 2026, an estimated $15.8K.
  • Nuveen ESG International Developed Markets Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2992 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen ESG International Developed Markets Equity ETF position peaked at $239K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.