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

EP Wealth 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
Q1 		$4.65M Buy
128,723
+31,179
+32% +$1.17M 0.02% 324
2025
Q4 		$3.53M Buy
+97,544
New +$3.69M 0.02% 336

Other funds holding NUDM

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

EP Wealth Advisors's NUDM Position: Q1 2026 in Review

EP Wealth Advisors increased its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 32% in Q1 2026, buying an estimated $1.17M and bringing the position to 128,723 shares worth $4.65M. The position accounts for 0.02% of the portfolio, ranked #324.

EP Wealth Advisors first reported a position in NUDM in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold NUDM as of Q1 2026.

  • EP Wealth Advisors held 128,723 shares of Nuveen ESG International Developed Markets Equity ETF worth $4.65M as of Q1 2026.
  • EP Wealth Advisors bought 31,179 Nuveen ESG International Developed Markets Equity ETF shares in Q1 2026, an estimated $1.17M.
  • Nuveen ESG International Developed Markets Equity ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #324 holding.
  • EP Wealth Advisors first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.