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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

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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

Lockerman Financial Group's NUDM Position: Q2 2026 in Review

Lockerman Financial Group reduced its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 33% in Q2 2026, selling an estimated $106K and leaving 5,602 shares worth $224K. The position accounts for 0.34% of the portfolio, ranked #88.

Lockerman Financial Group first reported a position in NUDM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q4 2021. 155 funds tracked by Wall St. Rank hold NUDM as of Q2 2026.

  • Lockerman Financial Group held 5,602 shares of Nuveen ESG International Developed Markets Equity ETF worth $224K as of Q2 2026.
  • Lockerman Financial Group sold 2,751 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2026, an estimated $106K.
  • Nuveen ESG International Developed Markets Equity ETF made up 0.34% of Lockerman Financial Group's portfolio in Q2 2026, its #88 holding.
  • Lockerman Financial Group first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Lockerman Financial Group's Nuveen ESG International Developed Markets Equity ETF position peaked at $1.02M in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.