Orion Portfolio Solutions’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$201K	Buy	+6,325	New	+$201K	﹤0.01%	1811
2023 Q4	–	Sell	-12,999	Closed	-$355K	–	1722
2023 Q3	$355K	Sell	12,999 -692	-5%	-$19.7K	﹤0.01%	1317
2023 Q2	$396K	Buy	13,691 +689	+5%	+$19.8K	﹤0.01%	1299
2023 Q1	$366K	Buy	13,002 +212	+2%	+$5.85K	﹤0.01%	1270
2022 Q4	$330K	Buy	12,790 +1,285	+11%	+$32K	0.01%	637
2022 Q3	$257K	Sell	11,505 -1,342	-10%	-$33.6K	0.01%	629
2022 Q2	$324K	Buy	+12,847	New	+$345K	0.01%	522

Other funds holding NUDM

TIAA Trust, National Association

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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