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

IMPACTfolio’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
2025 Q1	–	Sell	-14,316	Closed	-$430K	–	45
2024 Q4	$430K	Buy	14,316 +830	+6%	+$26.6K	0.22%	24
2024 Q3	$454K	Hold	13,486	–	–	0.23%	24
2024 Q2	$420K	Buy	13,486 +49	+0.4%	+$1.51K	0.24%	24
2024 Q1	$417K	Buy	13,437 +1,431	+12%	+$42.6K	0.25%	23
2023 Q4	$353K	Hold	12,006	–	–	0.23%	20
2023 Q3	$328K	Sell	12,006 -17,248	-59%	-$490K	0.24%	21
2023 Q2	$847K	Buy	29,254 +1,904	+7%	+$54.7K	0.67%	16
2023 Q1	$769K	Sell	27,350 -475	-2%	-$13.1K	0.64%	16
2022 Q4	$718K	Buy	27,825 +6,091	+28%	+$152K	0.67%	14
2022 Q3	$485K	Sell	21,734 -4,710	-18%	-$118K	0.47%	19
2022 Q2	$667K	Buy	26,444 +562	+2%	+$15.1K	0.63%	15
2022 Q1	$745K	Buy	25,882 +4,906	+23%	+$144K	0.55%	18
2021 Q4	$650K	Buy	+20,976	New	+$668K	0.57%	16

Other funds holding NUDM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IMPACTfolio's NUDM Position: Q1 2025 in Review

IMPACTfolio sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q1 2025, closing a stake of 14,316 shares — an estimated $430K sold.

IMPACTfolio first reported a position in NUDM in Q4 2021 and held it in 13 quarters. The position peaked at $847K in Q2 2023. 129 funds tracked by Wall St. Rank hold NUDM as of Q1 2025.

IMPACTfolio reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
IMPACTfolio sold 14,316 Nuveen ESG International Developed Markets Equity ETF shares in Q1 2025, an estimated $430K.
IMPACTfolio first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2021 and held it in 13 quarters.
IMPACTfolio's Nuveen ESG International Developed Markets Equity ETF position peaked at $847K in Q2 2023.
129 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2025.

Based on IMPACTfolio's 13F filing for Q1 2025, filed 25 Apr 2025.