Cook Wealth’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Cook Wealth’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
2023 Q4	–	Sell	-12,340	Closed	-$319K	–	58
2023 Q3	$319K	Buy	12,340 +4,523	+58%	+$128K	0.25%	37
2023 Q2	$230K	Buy	+7,817	New	+$225K	0.18%	37

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 $672B AUM 33.48% 1-Year Est. Return

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

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Cook Wealth's NUDM Position: Q4 2023 in Review

Cook Wealth sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q4 2023, closing a stake of 12,340 shares — an estimated $319K sold.

Cook Wealth first reported a position in NUDM in Q2 2023 and held it in 2 quarters. The position peaked at $319K in Q3 2023. 98 funds tracked by Wall St. Rank hold NUDM as of Q4 2023.

Cook Wealth reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Cook Wealth sold 12,340 Nuveen ESG International Developed Markets Equity ETF shares in Q4 2023, an estimated $319K.
Cook Wealth first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q2 2023 and held it in 2 quarters.
Cook Wealth's Nuveen ESG International Developed Markets Equity ETF position peaked at $319K in Q3 2023.
98 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q4 2023.

Based on Cook Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.