Monterey Private Wealth’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Monterey Private Wealth’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
2023 Q2	–	Sell	-12,377	Closed	-$348K	–	109
2023 Q1	$348K	Hold	12,377	–	–	0.18%	65
2022 Q4	$319K	Buy	12,377 +154	+1%	+$3.84K	0.17%	69
2022 Q3	$273K	Sell	12,223 -681	-5%	-$17K	0.16%	74
2022 Q2	$325K	Hold	12,904	–	–	0.19%	66
2022 Q1	$377K	Sell	12,904 -785	-6%	-$23.1K	0.18%	72
2021 Q4	$424K	Buy	+13,689	New	+$436K	0.21%	66

Other funds holding NUDM

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

3AM

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

WWA

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

Monterey Private Wealth's NUDM Position: Q2 2023 in Review

Monterey Private Wealth sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q2 2023, closing a stake of 12,377 shares — an estimated $348K sold.

Monterey Private Wealth first reported a position in NUDM in Q4 2021 and held it in 6 quarters. The position peaked at $424K in Q4 2021. 95 funds tracked by Wall St. Rank hold NUDM as of Q2 2023.

Monterey Private Wealth reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
Monterey Private Wealth sold 12,377 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2023, an estimated $348K.
Monterey Private Wealth first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2021 and held it in 6 quarters.
Monterey Private Wealth's Nuveen ESG International Developed Markets Equity ETF position peaked at $424K in Q4 2021.
95 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2023.

Based on Monterey Private Wealth's 13F filing for Q2 2023, filed 11 Jul 2023.