RSWM
Robertson Stephens Wealth Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
8,367
| – | – | 0.01% | 457 |
|
|
2025
Q1 | $266K | Hold |
8,367
| – | – | 0.01% | 466 |
|
|
2024
Q4 | $252K | Hold |
8,367
| – | – | 0.01% | 498 |
|
|
2024
Q3 | $282K | Hold |
8,367
| – | – | 0.01% | 532 |
|
|
2024
Q2 | $260K | Hold |
8,367
| – | – | 0.01% | 434 |
|
|
2024
Q1 | $260K | Hold |
8,367
| – | – | 0.01% | 442 |
|
|
2023
Q4 | $246K | Hold |
8,367
| – | – | 0.02% | 410 |
|
|
2023
Q3 | $229K | Sell |
8,367
-548
| -6% | -$15K | 0.02% | 411 |
|
|
2023
Q2 | $258K | Sell |
8,915
-9,305
| -51% | -$269K | 0.02% | 368 |
|
|
2023
Q1 | $512K | Hold |
18,220
| – | – | 0.04% | 285 |
|
|
2022
Q4 | $470K | Buy |
+18,220
| New | +$470K | 0.05% | 268 |
|