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 Q2	$128K	Buy	3,200 +115	+4%	+$4.44K	0.04%	195
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

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

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

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

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

WWA

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

MWM

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Orion Capital Management's NUDM Position: Q2 2026 in Review

Orion Capital Management increased its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 3.7% in Q2 2026, buying an estimated $4.44K and bringing the position to 3,200 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #195.

Orion Capital Management first reported a position in NUDM in Q1 2024 and has held it in 9 quarters since. 155 funds tracked by Wall St. Rank hold NUDM as of Q2 2026.

Orion Capital Management held 3,200 shares of Nuveen ESG International Developed Markets Equity ETF worth $128K as of Q2 2026.
Orion Capital Management bought 115 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2026, an estimated $4.44K.
Nuveen ESG International Developed Markets Equity ETF made up 0.04% of Orion Capital Management's portfolio in Q2 2026, its #195 holding.
Orion Capital Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q1 2024 and has held it in 9 quarters since.
155 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.