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

Mission 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 Q2	$12M	Buy	299,935 +62,390	+26%	+$2.41M	0.15%	96
2026 Q1	$8.58M	Buy	237,545 +3,712	+2%	+$139K	0.18%	74
2025 Q4	$8.47M	Buy	233,833 +15,200	+7%	+$575K	0.17%	73
2025 Q3	$8.22M	Buy	218,633 +8,391	+4%	+$305K	0.16%	76
2025 Q2	$7.46M	Sell	210,242 -183	-0.1%	-$6.1K	0.16%	80
2025 Q1	$6.7M	Buy	210,425 +33,815	+19%	+$1.07M	0.16%	81
2024 Q4	$5.31M	Buy	176,610 +1,566	+0.9%	+$50.1K	0.12%	93
2024 Q3	$5.89M	Buy	175,044 +12,068	+7%	+$390K	0.14%	85
2024 Q2	$5.07M	Sell	162,976 -16,416	-9%	-$507K	0.13%	90
2024 Q1	$5.57M	Buy	179,392 +7,329	+4%	+$218K	0.15%	100
2023 Q4	$5.06M	Buy	172,063 +5,615	+3%	+$156K	0.16%	82
2023 Q3	$4.55M	Buy	166,448 +6,140	+4%	+$174K	0.17%	77
2023 Q2	$4.64M	Sell	160,308 -7,628	-5%	-$219K	0.18%	72
2023 Q1	$4.72M	Buy	167,936 +21,650	+15%	+$597K	0.2%	65
2022 Q4	$3.77M	Buy	146,286 +24,021	+20%	+$599K	0.18%	72
2022 Q3	$2.73M	Buy	122,265 +4,073	+3%	+$102K	0.14%	90
2022 Q2	$2.98M	Buy	118,192 +73,369	+164%	+$1.97M	0.16%	83
2022 Q1	$1.29M	Buy	44,823 +10,418	+30%	+$306K	0.06%	163
2021 Q4	$1.07M	Buy	34,405 +7,077	+26%	+$225K	0.05%	187
2021 Q3	$857K	Buy	27,328 +1,502	+6%	+$48.4K	0.04%	203
2021 Q2	$816K	Buy	25,826 +6,162	+31%	+$195K	0.04%	197
2021 Q1	$595K	Buy	19,664 +3,067	+18%	+$92.5K	0.03%	231
2020 Q4	$485K	Buy	+16,597	New	+$455K	0.03%	245
2018 Q4	–	Sell	-16,500	Closed	-$434K	–	292
2018 Q3	$434K	Hold	16,500	–	–	0.06%	169
2018 Q2	$424K	Buy	+16,500	New	+$439K	0.06%	156

Other funds holding NUDM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mission Wealth Management's NUDM Position: Q2 2026 in Review

Mission Wealth Management increased its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 26% in Q2 2026, buying an estimated $2.41M and bringing the position to 299,935 shares worth $12M. The position accounts for 0.15% of the portfolio, ranked #96.

Mission Wealth Management first reported a position in NUDM in Q2 2018 and has held it in 25 quarters since. 155 funds tracked by Wall St. Rank hold NUDM as of Q2 2026.

Mission Wealth Management held 299,935 shares of Nuveen ESG International Developed Markets Equity ETF worth $12M as of Q2 2026.
Mission Wealth Management bought 62,390 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2026, an estimated $2.41M.
Nuveen ESG International Developed Markets Equity ETF made up 0.15% of Mission Wealth Management's portfolio in Q2 2026, its #96 holding.
Mission Wealth Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q2 2018 and has held it in 25 quarters since.
155 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.