TWM
Tolleson 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 | $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% | +$264K | 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% | -$310K | 0.09% | 67 |
|
|
2023
Q1 | $680K | Hold |
24,179
| – | – | 0.18% | 48 |
|
|
2022
Q4 | $624K | Buy |
+24,179
| New | +$624K | 0.17% | 53 |
|