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 Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Moneywise Inc's NUDM Position: Q2 2024 in Review

Moneywise Inc sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q2 2024, closing a stake of 10,062 shares — an estimated $313K sold.

Moneywise Inc first reported a position in NUDM in Q2 2022 and held it in 8 quarters. The position peaked at $505K in Q4 2023. 108 funds tracked by Wall St. Rank hold NUDM as of Q2 2024.

Moneywise Inc reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
Moneywise Inc sold 10,062 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2024, an estimated $313K.
Moneywise Inc first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q2 2022 and held it in 8 quarters.
Moneywise Inc's Nuveen ESG International Developed Markets Equity ETF position peaked at $505K in Q4 2023.
108 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2024.

Based on Moneywise Inc's 13F filing for Q2 2024, filed 18 Jul 2024.