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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
Q2 		$4.9M Sell
122,362
-6,361
-5% -$246K 0.02% 385
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 $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

EP Wealth Advisors's NUDM Position: Q2 2026 in Review

EP Wealth Advisors reduced its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 4.9% in Q2 2026, selling an estimated $246K and leaving 122,362 shares worth $4.9M. The position accounts for 0.02% of the portfolio, ranked #385.

EP Wealth Advisors first reported a position in NUDM in Q4 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold NUDM as of Q2 2026.

  • EP Wealth Advisors held 122,362 shares of Nuveen ESG International Developed Markets Equity ETF worth $4.9M as of Q2 2026.
  • EP Wealth Advisors sold 6,361 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2026, an estimated $246K.
  • Nuveen ESG International Developed Markets Equity ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #385 holding.
  • EP Wealth Advisors first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.