CGN Advisors’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

CGN Advisors’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 Q2	$1.51M	Buy	37,677 +12	+0%	+$463	0.11%	157
2026 Q1	$1.36M	Sell	37,665 -241	-0.6%	-$9.06K	0.11%	160
2025 Q4	$1.37M	Buy	37,906 +1,208	+3%	+$45.7K	0.11%	157
2025 Q3	$1.38M	Buy	36,698 +2,365	+7%	+$85.8K	0.11%	152
2025 Q2	$1.22M	Buy	34,333 +1,737	+5%	+$57.9K	0.11%	158
2025 Q1	$1.04M	Sell	32,596 -6,062	-16%	-$193K	0.1%	168
2024 Q4	$1.16M	Buy	38,658 +8,169	+27%	+$261K	0.11%	161
2024 Q3	$1.03M	Buy	30,489 +10,935	+56%	+$353K	0.1%	165
2024 Q2	$609K	Buy	19,554 +12,183	+165%	+$377K	0.07%	190
2024 Q1	$229K	Buy	+7,371	New	+$219K	0.03%	240
2021 Q3	–	Sell	-14,277	Closed	-$451K	–	205
2021 Q2	$451K	Buy	14,277 +429	+3%	+$13.6K	0.14%	141
2021 Q1	$419K	Buy	13,848 +4,015	+41%	+$121K	0.15%	131
2020 Q4	$288K	Buy	+9,833	New	+$270K	0.12%	158

Other funds holding NUDM

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return

J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return