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Perella Weinberg Partners Capital Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Perella Weinberg Partners 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
2024
Q1 		$4.51M Sell
145,148
-295,651
-67% -$8.8M 0.45% 20
2023
Q4 		$13M Buy
440,799
+25,296
+6% +$703K 1.06% 15
2023
Q3 		$11.4M Buy
+415,503
New +$11.8M 1.23% 12

Other funds holding NUDM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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 $570B AUM 27.57% 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 $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Perella Weinberg Partners Capital Management's NUDM Position: Q1 2024 in Review

Perella Weinberg Partners Capital Management reduced its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 67% in Q1 2024, selling an estimated $8.8M and leaving 145,148 shares worth $4.51M. The position accounts for 0.45% of the portfolio, ranked #20.

Perella Weinberg Partners Capital Management first reported a position in NUDM in Q3 2023 and has held it in 3 quarters since. The position peaked at $13M in Q4 2023. 106 funds tracked by Wall St. Rank hold NUDM as of Q1 2024.

  • Perella Weinberg Partners Capital Management held 145,148 shares of Nuveen ESG International Developed Markets Equity ETF worth $4.51M as of Q1 2024.
  • Perella Weinberg Partners Capital Management sold 295,651 Nuveen ESG International Developed Markets Equity ETF shares in Q1 2024, an estimated $8.8M.
  • Nuveen ESG International Developed Markets Equity ETF made up 0.45% of Perella Weinberg Partners Capital Management's portfolio in Q1 2024, its #20 holding.
  • Perella Weinberg Partners Capital Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q3 2023 and has held it in 3 quarters since.
  • Perella Weinberg Partners Capital Management's Nuveen ESG International Developed Markets Equity ETF position peaked at $13M in Q4 2023.
  • 106 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2024.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q1 2024, filed 13 May 2024.