Charter Oak Capital Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-7,395	Closed	-$187K	–	624
2022 Q2	$187K	Hold	7,395	–	–	0.03%	178
2022 Q1	$213K	Hold	7,395	–	–	0.03%	175
2021 Q4	$229K	Sell	7,395 -400	-5%	-$12.7K	0.03%	171
2021 Q3	$244K	Hold	7,795	–	–	0.03%	159
2021 Q2	$246K	Hold	7,795	–	–	0.03%	155
2021 Q1	$236K	Sell	7,795 -250	-3%	-$7.54K	0.03%	156
2020 Q4	$235K	Buy	+8,045	New	+$221K	0.04%	150

Other funds holding NUDM

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Charter Oak Capital Management's NUDM Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q3 2022, closing a stake of 7,395 shares — an estimated $187K sold.

Charter Oak Capital Management first reported a position in NUDM in Q4 2020 and held it in 7 quarters. The position peaked at $246K in Q2 2021. 77 funds tracked by Wall St. Rank hold NUDM as of Q3 2022.

Charter Oak Capital Management reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 7,395 Nuveen ESG International Developed Markets Equity ETF shares in Q3 2022, an estimated $187K.
Charter Oak Capital Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Nuveen ESG International Developed Markets Equity ETF position peaked at $246K in Q2 2021.
77 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.