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Lockerman Financial Group’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Lockerman Financial Group’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 		$224K Sell
5,602
-2,751
-33% -$106K 0.34% 88
2026
Q1 		$302K Sell
8,353
-3,030
-27% -$114K 0.54% 62
2025
Q4 		$412K Sell
11,383
-191
-2% -$7.23K 0.79% 38
2025
Q3 		$435K Sell
11,574
-250
-2% -$9.07K 0.55% 49
2025
Q2 		$420K Sell
11,824
-719
-6% -$24K 0.56% 52
2025
Q1 		$399K Sell
12,543
-11,318
-47% -$359K 0.6% 52
2024
Q4 		$717K Sell
23,861
-71
-0.3% -$2.27K 1.22% 21
2024
Q3 		$805K Sell
23,932
-575
-2% -$18.6K 1.36% 17
2024
Q2 		$763K Buy
24,507
+684
+3% +$21.1K 1.38% 16
2024
Q1 		$740K Sell
23,823
-347
-1% -$10.3K 1.42% 13
2023
Q4 		$711K Buy
24,170
+191
+0.8% +$5.31K 1.64% 13
2023
Q3 		$655K Sell
23,979
-575
-2% -$16.3K 1.76% 15
2023
Q2 		$711K Sell
24,554
-7,619
-24% -$219K 1.98% 12
2023
Q1 		$905K Sell
32,173
-1,412
-4% -$39K 2.49% 11
2022
Q4 		$866K Sell
33,585
-284
-0.8% -$7.08K 2.53% 10
2022
Q3 		$756K Sell
33,869
-1,000
-3% -$25K 2.18% 13
2022
Q2 		$848K Sell
34,869
-73
-0.2% -$1.96K 2.71% 9
2022
Q1 		$1M Buy
34,942
+2,113
+6% +$62.1K 2.71% 9
2021
Q4 		$1.02M Buy
+32,829
New +$1.05M 2.67% 9

Other funds holding NUDM

AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return