Sowell Financial Services’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Sowell Financial Services’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	-50,126	Closed	-$1.69M	–	574
2024 Q3	$1.69M	Buy	50,126 +2,935	+6%	+$94.8K	0.08%	265
2024 Q2	$1.47M	Buy	47,191 +5,989	+15%	+$185K	0.07%	278
2024 Q1	$1.28M	Buy	41,202 +8,807	+27%	+$262K	0.06%	308
2023 Q4	$953K	Buy	32,395 +2,467	+8%	+$68.5K	0.05%	332
2023 Q3	$818K	Sell	29,928 -15,222	-34%	-$432K	0.05%	331
2023 Q2	$1.31M	Buy	+45,150	New	+$1.3M	0.07%	305
2021 Q2	–	Sell	-5,496	Closed	-$172K	–	1983
2021 Q1	$172K	Sell	5,496 -1,297	-19%	-$39.1K	0.01%	1129
2020 Q4	$199K	Sell	6,793 -2,178	-24%	-$59.7K	0.01%	845
2020 Q3	$229K	Sell	8,971 -511	-5%	-$13.1K	0.01%	683
2020 Q2	$230K	Sell	9,482 -3,694	-28%	-$84K	0.01%	673
2020 Q1	$277K	Buy	13,176 +1,118	+9%	+$27.7K	0.02%	570
2019 Q4	$325K	Buy	12,058 +6,030	+100%	+$162K	0.02%	574
2019 Q3	$156K	Buy	+6,028	New	+$153K	0.01%	711

Other funds holding NUDM

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's NUDM Position: Q4 2024 in Review

Sowell Financial Services sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q4 2024, closing a stake of 50,126 shares — an estimated $1.69M sold.

Sowell Financial Services first reported a position in NUDM in Q3 2019 and held it in 13 quarters. The position peaked at $1.69M in Q3 2024. 121 funds tracked by Wall St. Rank hold NUDM as of Q4 2024.

Sowell Financial Services reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 50,126 Nuveen ESG International Developed Markets Equity ETF shares in Q4 2024, an estimated $1.69M.
Sowell Financial Services first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q3 2019 and held it in 13 quarters.
Sowell Financial Services's Nuveen ESG International Developed Markets Equity ETF position peaked at $1.69M in Q3 2024.
121 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.