Financial Architects (New Jersey)’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Financial Architects (New Jersey)’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 Q2	$1.05M	Buy	36,392 +17	+0%	+$489	0.16%	134
2023 Q1	$1.02M	Sell	36,375 -2,071	-5%	-$57.1K	0.16%	133
2022 Q4	$992K	Buy	38,446 +5,779	+18%	+$144K	0.16%	136
2022 Q3	$729K	Buy	+32,667	New	+$817K	0.13%	155
2022 Q2	–	Sell	-9,660	Closed	-$278K	–	184
2022 Q1	$278K	Buy	+9,660	New	+$284K	0.04%	279
2020 Q3	–	Sell	-1,023	Closed	-$25K	–	589
2020 Q2	$25K	Hold	1,023	–	–	0.01%	514
2020 Q1	$21K	Hold	1,023	–	–	0.01%	503
2019 Q4	$28K	Hold	1,023	–	–	0.01%	516
2019 Q3	$26K	Hold	1,023	–	–	0.01%	541
2019 Q2	$26K	Hold	1,023	–	–	﹤0.01%	655
2019 Q1	$25K	Hold	1,023	–	–	﹤0.01%	819
2018 Q4	$23K	Sell	1,023 -1,592	-61%	-$38.6K	﹤0.01%	771
2018 Q3	$69K	Buy	2,615 +1,592	+156%	+$41.5K	0.01%	550
2018 Q2	$26K	Buy	+1,023	New	+$27.2K	﹤0.01%	741

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

WWA

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

Financial Architects (New Jersey)'s NUDM Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 0.05% in Q2 2023, buying an estimated $489 and bringing the position to 36,392 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #134.

Financial Architects (New Jersey) first reported a position in NUDM in Q2 2018 and has held it in 14 quarters since. 95 funds tracked by Wall St. Rank hold NUDM as of Q2 2023.

Financial Architects (New Jersey) held 36,392 shares of Nuveen ESG International Developed Markets Equity ETF worth $1.05M as of Q2 2023.
Financial Architects (New Jersey) bought 17 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2023, an estimated $489.
Nuveen ESG International Developed Markets Equity ETF made up 0.16% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #134 holding.
Financial Architects (New Jersey) first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q2 2018 and has held it in 14 quarters since.
95 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.