Keener Financial Planning’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Keener Financial Planning’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	$341K	Hold	9,451	–	–	0.14%	41
2025 Q4	$342K	Hold	9,451	–	–	0.15%	39
2025 Q3	$355K	Hold	9,451	–	–	0.16%	33
2025 Q2	$335K	Hold	9,451	–	–	0.17%	35
2025 Q1	$301K	Hold	9,451	–	–	0.2%	32
2024 Q4	$284K	Hold	9,451	–	–	0.17%	35
2024 Q3	$318K	Hold	9,451	–	–	0.21%	33
2024 Q2	$294K	Sell	9,451 -278	-3%	-$8.59K	0.19%	36
2024 Q1	$303K	Hold	9,729	–	–	0.21%	34
2023 Q4	$286K	Buy	+9,729	New	+$270K	0.22%	31

Other funds holding NUDM

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WWA

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

CAM

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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Keener Financial Planning's NUDM Position: Q1 2026 in Review

Keener Financial Planning held its Nuveen ESG International Developed Markets Equity ETF (NUDM) position steady in Q1 2026 at 9,451 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #41.

Keener Financial Planning first reported a position in NUDM in Q4 2023 and has held it in 10 quarters since. The position peaked at $355K in Q3 2025. 148 funds tracked by Wall St. Rank hold NUDM as of Q1 2026.

Keener Financial Planning held 9,451 shares of Nuveen ESG International Developed Markets Equity ETF worth $341K as of Q1 2026.
Keener Financial Planning left its Nuveen ESG International Developed Markets Equity ETF share count unchanged in Q1 2026.
Nuveen ESG International Developed Markets Equity ETF made up 0.14% of Keener Financial Planning's portfolio in Q1 2026, its #41 holding.
Keener Financial Planning first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's Nuveen ESG International Developed Markets Equity ETF position peaked at $355K in Q3 2025.
148 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.