MWM
NUDM icon

Mascoma Wealth Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Mascoma Wealth Management’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
Q1 		$130K Hold
3,600
– – 0.03% 117
2025
Q4 		$130K Hold
3,600
– – 0.03% 114
2025
Q3 		$135K Hold
3,600
– – 0.03% 111
2025
Q2 		$128K Hold
3,600
– – 0.03% 114
2025
Q1 		$115K Hold
3,600
– – 0.03% 123
2024
Q4 		$108K Hold
3,600
– – 0.03% 135
2024
Q3 		$121K Hold
3,600
– – 0.03% 126
2024
Q2 		$112K Buy
+3,600
New +$111K 0.03% 128

Other funds holding NUDM

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $198M AUM 15.52% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return