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
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

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $198M AUM 15.52% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return