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

Evergreen Private 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
2026 Q1	–	Sell	-5,007	Closed	-$181K	–	91
2025 Q4	$181K	Sell	5,007 -475	-9%	-$18K	0.07%	67
2025 Q3	$206K	Sell	5,482 -383	-7%	-$13.9K	0.08%	66
2025 Q2	$208K	Sell	5,865 -1,289	-18%	-$43K	0.09%	65
2025 Q1	$228K	Sell	7,154 -9	-0.1%	-$286	0.11%	65
2024 Q4	$215K	Buy	7,163 +19	+0.3%	+$608	0.1%	64
2024 Q3	$240K	Buy	7,144 +59	+0.8%	+$1.91K	0.11%	66
2024 Q2	$221K	Sell	7,085 -20	-0.3%	-$618	0.11%	66
2024 Q1	$221K	Buy	7,105 +679	+11%	+$20.2K	0.11%	70
2023 Q4	$189K	Buy	+6,426	New	+$179K	0.1%	66

Other funds holding NUDM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

WWA

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

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Evergreen Private Wealth's NUDM Position: Q1 2026 in Review

Evergreen Private Wealth sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q1 2026, closing a stake of 5,007 shares — an estimated $181K sold.

Evergreen Private Wealth first reported a position in NUDM in Q4 2023 and held it in 9 quarters. The position peaked at $240K in Q3 2024. 149 funds tracked by Wall St. Rank hold NUDM as of Q1 2026.

Evergreen Private Wealth reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
Evergreen Private Wealth sold 5,007 Nuveen ESG International Developed Markets Equity ETF shares in Q1 2026, an estimated $181K.
Evergreen Private Wealth first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2023 and held it in 9 quarters.
Evergreen Private Wealth's Nuveen ESG International Developed Markets Equity ETF position peaked at $240K in Q3 2024.
149 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2026.

Based on Evergreen Private Wealth's 13F filing for Q1 2026, filed 29 Apr 2026.