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Patriot Financial Group Insurance Agency’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1,768
Closed -$45K – 1416
2022
Q2 		$45K Sell
1,768
-624
-26% -$16.8K 0.01% 768
2022
Q1 		$69K Sell
2,392
-509
-18% -$14.9K 0.01% 693
2021
Q4 		$90K Hold
2,901
– – 0.02% 679
2021
Q3 		$91K Sell
2,901
-274
-9% -$8.82K 0.02% 682
2021
Q2 		$100K Buy
3,175
+1,085
+52% +$34.3K 0.02% 631
2021
Q1 		$63K Sell
2,090
-136
-6% -$4.1K 0.01% 696
2020
Q4 		$65K Buy
2,226
+55
+3% +$1.51K 0.02% 615
2020
Q3 		$56K Hold
2,171
– – 0.02% 515
2020
Q2 		$53K Hold
2,171
– – 0.02% 504
2020
Q1 		$46K Sell
2,171
-35
-2% -$866 0.02% 479
2019
Q4 		$59K Buy
2,206
+1,327
+151% +$35.6K 0.02% 446
2019
Q3 		$23K Buy
879
+487
+124% +$12.4K 0.01% 611
2019
Q2 		$10K Buy
+392
New +$9.77K ﹤0.01% 810

Other funds holding NUDM

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NUDM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q3 2022, closing a stake of 1,768 shares — an estimated $45K sold.

Patriot Financial Group Insurance Agency first reported a position in NUDM in Q2 2019 and held it in 13 quarters. The position peaked at $100K in Q2 2021. 77 funds tracked by Wall St. Rank hold NUDM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,768 Nuveen ESG International Developed Markets Equity ETF shares in Q3 2022, an estimated $45K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q2 2019 and held it in 13 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen ESG International Developed Markets Equity ETF position peaked at $100K in Q2 2021.
  • 77 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.