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

Legacy Financial Group (Iowa)’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
Q2 		– Sell
-8,061
Closed -$291K – 136
2026
Q1 		$291K Sell
8,061
-565
-7% -$21.2K 0.04% 97
2025
Q4 		$331K Sell
8,626
-2,025
-19% -$76.6K 0.04% 96
2025
Q3 		$401K Sell
10,651
-901
-8% -$32.7K 0.05% 90
2025
Q2 		$410K Sell
11,552
-445
-4% -$14.8K 0.06% 86
2025
Q1 		$382K Sell
11,997
-17
-0.1% -$540 0.06% 84
2024
Q4 		$361K Sell
12,014
-747
-6% -$23.9K 0.06% 83
2024
Q3 		$429K Buy
12,761
+153
+1% +$4.94K 0.08% 52
2024
Q2 		$392K Sell
12,608
-519
-4% -$16K 0.08% 76
2024
Q1 		$408K Buy
+13,127
New +$391K 0.08% 71
2023
Q4 		– Sell
-13,293
Closed -$363K – 348
2023
Q3 		$363K Buy
13,293
+798
+6% +$22.7K 0.09% 71
2023
Q2 		$362K Sell
12,495
-410
-3% -$11.8K 0.09% 47
2023
Q1 		$363K Sell
12,905
-116
-0.9% -$3.2K 0.1% 44
2022
Q4 		$336K Buy
+13,021
New +$325K 0.1% 42

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Legacy Financial Group (Iowa)'s NUDM Position: Q2 2026 in Review

Legacy Financial Group (Iowa) sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q2 2026, closing a stake of 8,061 shares — an estimated $291K sold.

Legacy Financial Group (Iowa) first reported a position in NUDM in Q4 2022 and held it in 13 quarters. The position peaked at $429K in Q3 2024. 155 funds tracked by Wall St. Rank hold NUDM as of Q2 2026.

  • Legacy Financial Group (Iowa) reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 8,061 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2026, an estimated $291K.
  • Legacy Financial Group (Iowa) first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2022 and held it in 13 quarters.
  • Legacy Financial Group (Iowa)'s Nuveen ESG International Developed Markets Equity ETF position peaked at $429K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.