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Lloyd Advisory Services’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Lloyd Advisory Services’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
-677
Closed -$24.5K – 876
2026
Q1 		$24.5K Buy
+677
New +$25.4K 0.01% 366

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Envestnet Asset Management
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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

Lloyd Advisory Services's NUDM Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q2 2026, closing a stake of 677 shares — an estimated $24.5K sold.

Lloyd Advisory Services first reported a position in NUDM in Q1 2026 and held it in 1 quarter. The position peaked at $24.5K in Q1 2026. 156 funds tracked by Wall St. Rank hold NUDM as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 677 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2026, an estimated $24.5K.
  • Lloyd Advisory Services first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Nuveen ESG International Developed Markets Equity ETF position peaked at $24.5K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.