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Perigon Wealth Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Perigon Wealth 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
2025
Q2 		– Sell
-7,910
Closed -$252K – 1092
2025
Q1 		$252K Sell
7,910
-540
-6% -$17.1K 0.01% 877
2024
Q4 		$257K Buy
+8,450
New +$270K 0.01% 876

Other funds holding NUDM

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Wealthfront Advisers
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 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 $424B AUM 22.96% 1-Year Est. Return

Perigon Wealth Management's NUDM Position: Q2 2025 in Review

Perigon Wealth Management sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q2 2025, closing a stake of 7,910 shares — an estimated $252K sold.

Perigon Wealth Management first reported a position in NUDM in Q4 2024 and held it in 2 quarters. The position peaked at $257K in Q4 2024. 129 funds tracked by Wall St. Rank hold NUDM as of Q2 2025.

  • Perigon Wealth Management reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 7,910 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2025, an estimated $252K.
  • Perigon Wealth Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2024 and held it in 2 quarters.
  • Perigon Wealth Management's Nuveen ESG International Developed Markets Equity ETF position peaked at $257K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.