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

Modera 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	$215K	Buy	+5,364	New	+$207K	﹤0.01%	623
2025 Q4	–	Sell	-5,472	Closed	-$206K	–	659
2025 Q3	$206K	Buy	+5,472	New	+$199K	﹤0.01%	627
2024 Q4	–	Sell	-6,001	Closed	-$202K	–	637
2024 Q3	$202K	Buy	+6,001	New	+$194K	﹤0.01%	586

Other funds holding NUDM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Evolution Advisers Richmond, Virginia $272M AUM 14.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Modera Wealth Management opened a new position in Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q2 2026: 5,364 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in NUDM as recently as Q3 2025.

Modera Wealth Management first reported a position in NUDM in Q3 2024 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold NUDM as of Q2 2026.

Modera Wealth Management held 5,364 shares of Nuveen ESG International Developed Markets Equity ETF worth $215K as of Q2 2026.
Nuveen ESG International Developed Markets Equity ETF was a new Modera Wealth Management position in Q2 2026.
Nuveen ESG International Developed Markets Equity ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #623 holding.
Modera Wealth Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q3 2024 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.