Savvy Advisors Inc
NUDM icon

Savvy Advisors Inc’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Savvy Advisors Inc’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
Q4 		– Sell
-6,916
Closed -$233K – 473
2024
Q3 		$233K Buy
+6,916
New +$223K 0.05% 306

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Morgan Stanley
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Cambridge Investment Research Advisors
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Envestnet Portfolio Solutions
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Envestnet Asset Management
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WWA
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Savvy Advisors Inc's NUDM Position: Q4 2024 in Review

Savvy Advisors Inc sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q4 2024, closing a stake of 6,916 shares — an estimated $233K sold.

Savvy Advisors Inc first reported a position in NUDM in Q3 2024 and held it in 1 quarter. The position peaked at $233K in Q3 2024. 121 funds tracked by Wall St. Rank hold NUDM as of Q4 2024.

  • Savvy Advisors Inc reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 6,916 Nuveen ESG International Developed Markets Equity ETF shares in Q4 2024, an estimated $233K.
  • Savvy Advisors Inc first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q3 2024 and held it in 1 quarter.
  • Savvy Advisors Inc's Nuveen ESG International Developed Markets Equity ETF position peaked at $233K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q4 2024.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.