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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$322K	Hold	8,931	–	–	0.01%	501
2025 Q4	$323K	Buy	8,931 +749	+9%	+$28.3K	0.01%	513
2025 Q3	$308K	Sell	8,182 -185	-2%	-$6.71K	0.01%	442
2025 Q2	$297K	Hold	8,367	–	–	0.01%	461
2025 Q1	$266K	Hold	8,367	–	–	0.01%	472
2024 Q4	$252K	Hold	8,367	–	–	0.01%	501
2024 Q3	$282K	Hold	8,367	–	–	0.01%	535
2024 Q2	$260K	Hold	8,367	–	–	0.01%	438
2024 Q1	$260K	Hold	8,367	–	–	0.01%	444
2023 Q4	$246K	Hold	8,367	–	–	0.02%	411
2023 Q3	$229K	Sell	8,367 -548	-6%	-$15.6K	0.02%	411
2023 Q2	$258K	Sell	8,915 -9,305	-51%	-$268K	0.02%	369
2023 Q1	$512K	Hold	18,220	–	–	0.04%	285
2022 Q4	$470K	Buy	+18,220	New	+$454K	0.05%	269