Moneywise Inc’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Moneywise Inc’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
2024 Q2	–	Sell	-10,062	Closed	-$313K	–	61
2024 Q1	$313K	Sell	10,062 -7,101	-41%	-$211K	0.17%	53
2023 Q4	$505K	Sell	17,163 -52	-0.3%	-$1.45K	0.29%	35
2023 Q3	$470K	Sell	17,215 -6	-0%	-$170	0.3%	30
2023 Q2	$499K	Buy	17,221 +104	+0.6%	+$2.99K	0.31%	30
2023 Q1	$481K	Buy	17,117 +3,120	+22%	+$86.1K	0.31%	31
2022 Q4	$361K	Buy	13,997 +152	+1%	+$3.79K	0.27%	33
2022 Q3	$309K	Buy	13,845 +886	+7%	+$22.2K	0.25%	39
2022 Q2	$327K	Buy	+12,959	New	+$348K	0.25%	37

Other funds holding NUDM

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return