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

Tolleson 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
2026 Q2	$579K	Sell	14,479 -8,500	-37%	-$328K	0.08%	64
2026 Q1	$830K	Hold	22,979	–	–	0.12%	48
2025 Q4	$832K	Hold	22,979	–	–	0.12%	48
2025 Q3	$864K	Buy	22,979 +1,000	+5%	+$36.3K	0.13%	48
2025 Q2	$780K	Hold	21,979	–	–	0.13%	50
2025 Q1	$700K	Hold	21,979	–	–	0.14%	51
2024 Q4	$661K	Hold	21,979	–	–	0.14%	54
2024 Q3	$740K	Hold	21,979	–	–	0.14%	48
2024 Q2	$684K	Hold	21,979	–	–	0.13%	55
2024 Q1	$683K	Buy	21,979 +8,500	+63%	+$253K	0.13%	54
2023 Q4	$397K	Hold	13,479	–	–	0.08%	64
2023 Q3	$368K	Hold	13,479	–	–	0.09%	63
2023 Q2	$390K	Sell	13,479 -10,700	-44%	-$308K	0.09%	67
2023 Q1	$680K	Hold	24,179	–	–	0.18%	48
2022 Q4	$624K	Buy	+24,179	New	+$603K	0.17%	53

Other funds holding NUDM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

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

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

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

WWA

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Tolleson Wealth Management's NUDM Position: Q2 2026 in Review

Tolleson Wealth Management reduced its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 37% in Q2 2026, selling an estimated $328K and leaving 14,479 shares worth $579K. The position accounts for 0.08% of the portfolio, ranked #64.

Tolleson Wealth Management first reported a position in NUDM in Q4 2022 and has held it in 15 quarters since. The position peaked at $864K in Q3 2025. 155 funds tracked by Wall St. Rank hold NUDM as of Q2 2026.

Tolleson Wealth Management held 14,479 shares of Nuveen ESG International Developed Markets Equity ETF worth $579K as of Q2 2026.
Tolleson Wealth Management sold 8,500 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2026, an estimated $328K.
Nuveen ESG International Developed Markets Equity ETF made up 0.08% of Tolleson Wealth Management's portfolio in Q2 2026, its #64 holding.
Tolleson Wealth Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
Tolleson Wealth Management's Nuveen ESG International Developed Markets Equity ETF position peaked at $864K in Q3 2025.
155 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.