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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

WWA

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

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

Orion Portfolio Solutions's NUDM Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q1 2025: 6,325 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1811 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in NUDM as recently as Q3 2023.

Orion Portfolio Solutions first reported a position in NUDM in Q2 2022 and has held it in 7 quarters since. The position peaked at $396K in Q2 2023. 129 funds tracked by Wall St. Rank hold NUDM as of Q1 2025.

Orion Portfolio Solutions held 6,325 shares of Nuveen ESG International Developed Markets Equity ETF worth $201K as of Q1 2025.
Nuveen ESG International Developed Markets Equity ETF was a new Orion Portfolio Solutions position in Q1 2025.
Nuveen ESG International Developed Markets Equity ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1811 holding.
Orion Portfolio Solutions first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q2 2022 and has held it in 7 quarters since.
Orion Portfolio Solutions's Nuveen ESG International Developed Markets Equity ETF position peaked at $396K in Q2 2023.
129 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.