Cary Street Partners Investment Advisory’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-34,033	Closed	-$1.15M	–	678
2024 Q3	$1.15M	Sell	34,033 -22,878	-40%	-$739K	0.04%	347
2024 Q2	$1.77M	Hold	56,911	–	–	0.07%	272
2024 Q1	$1.77M	Buy	56,911 +2,026	+4%	+$60.3K	0.07%	263
2023 Q4	$1.61M	Buy	54,885 +3,417	+7%	+$94.9K	0.08%	256
2023 Q3	$1.41M	Buy	51,468 +6,025	+13%	+$171K	0.08%	259
2023 Q2	$1.32M	Hold	45,443	–	–	0.08%	234
2023 Q1	$1.28M	Hold	45,443	–	–	0.09%	216
2022 Q4	$1.17M	Buy	45,443 +917	+2%	+$22.9K	0.09%	216
2022 Q3	$994K	Buy	+44,526	New	+$1.11M	0.08%	228

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 $570B AUM 27.57% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's NUDM Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q4 2024, closing a stake of 34,033 shares — an estimated $1.15M sold.

Cary Street Partners Investment Advisory first reported a position in NUDM in Q3 2022 and held it in 9 quarters. The position peaked at $1.77M in Q2 2024. 121 funds tracked by Wall St. Rank hold NUDM as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 34,033 Nuveen ESG International Developed Markets Equity ETF shares in Q4 2024, an estimated $1.15M.
Cary Street Partners Investment Advisory first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q3 2022 and held it in 9 quarters.
Cary Street Partners Investment Advisory's Nuveen ESG International Developed Markets Equity ETF position peaked at $1.77M in Q2 2024.
121 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.