OCM
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Orion Capital Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Orion Capital 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
Q1 		$111K Buy
3,085
+1,505
+95% +$56.6K 0.04% 191
2025
Q4 		$57.2K Buy
1,580
+977
+162% +$37K 0.02% 264
2025
Q3 		$22.7K Hold
603
– – 0.01% 333
2025
Q2 		$21.4K Hold
603
– – 0.01% 315
2025
Q1 		$19.2K Buy
603
+42
+7% +$1.33K 0.01% 317
2024
Q4 		$16.9K Buy
+561
New +$17.9K 0.01% 335
2024
Q3 		– Sell
-561
Closed -$17.5K – 325
2024
Q2 		$17.5K Hold
561
– – 0.01% 327
2024
Q1 		$17.4K Buy
+561
New +$16.7K 0.01% 347

Other funds holding NUDM

TCIIS
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $198M AUM 15.52% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return