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

IFP 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
2024 Q2	–	Sell	-59	Closed	-$1.83K	–	3302
2024 Q1	$1.83K	Hold	59	–	–	﹤0.01%	2721
2023 Q4	$1.74K	Hold	59	–	–	﹤0.01%	2712
2023 Q3	$1.61K	Sell	59 -2,938	-98%	-$83.5K	﹤0.01%	2892
2023 Q2	$86.8K	Sell	2,997 -3,227	-52%	-$92.8K	﹤0.01%	1370
2023 Q1	$163K	Buy	6,224 +1,440	+30%	+$39.7K	0.01%	1034
2022 Q4	$125K	Buy	4,784 +1,183	+33%	+$29.5K	﹤0.01%	1625
2022 Q3	$94K	Hold	3,601	–	–	﹤0.01%	1890
2022 Q2	$94K	Hold	3,601	–	–	﹤0.01%	1721
2022 Q1	$94K	Buy	3,601 +631	+21%	+$18.5K	﹤0.01%	1721
2021 Q4	$91K	Sell	2,970 -4	-0.1%	-$127	﹤0.01%	1302
2021 Q3	$93K	Hold	2,974	–	–	﹤0.01%	1326
2021 Q2	$94K	Hold	2,974	–	–	﹤0.01%	1270
2021 Q1	$90K	Buy	2,974 +2	+0.1%	+$60	﹤0.01%	1215
2020 Q4	$86K	Sell	2,972 -33	-1%	-$905	﹤0.01%	1204
2020 Q3	$77K	Hold	3,005	–	–	﹤0.01%	1116
2020 Q2	$73K	Buy	3,005 +330	+12%	+$7.51K	0.01%	1051
2020 Q1	$58K	Buy	2,675 +265	+11%	+$6.56K	0.01%	1052
2019 Q4	$66K	Buy	+2,410	New	+$64.7K	0.01%	1137

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

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

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

WWA

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

IFP Advisors's NUDM Position: Q2 2024 in Review

IFP Advisors sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q2 2024, closing a stake of 59 shares — an estimated $1.83K sold.

IFP Advisors first reported a position in NUDM in Q4 2019 and held it in 18 quarters. The position peaked at $163K in Q1 2023. 108 funds tracked by Wall St. Rank hold NUDM as of Q2 2024.

IFP Advisors reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
IFP Advisors sold 59 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2024, an estimated $1.83K.
IFP Advisors first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2019 and held it in 18 quarters.
IFP Advisors's Nuveen ESG International Developed Markets Equity ETF position peaked at $163K in Q1 2023.
108 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.