Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$410K Sell
11,552
-445
-4% -$15.8K 0.06% 86
2025
Q1
$382K Sell
11,997
-17
-0.1% -$541 0.06% 84
2024
Q4
$361K Sell
12,014
-747
-6% -$22.5K 0.06% 83
2024
Q3
$429K Buy
12,761
+153
+1% +$5.15K 0.08% 52
2024
Q2
$392K Sell
12,608
-519
-4% -$16.2K 0.08% 76
2024
Q1
$408K Buy
+13,127
New +$408K 0.08% 71
2023
Q4
Sell
-13,293
Closed -$363K 348
2023
Q3
$363K Buy
13,293
+798
+6% +$21.8K 0.09% 71
2023
Q2
$362K Sell
12,495
-410
-3% -$11.9K 0.09% 47
2023
Q1
$363K Sell
12,905
-116
-0.9% -$3.26K 0.1% 44
2022
Q4
$336K Buy
+13,021
New +$336K 0.1% 42