Trademark Financial Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Trademark Financial 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
2024 Q4	–	Sell	-57,173	Closed	-$1.92M	–	100
2024 Q3	$1.92M	Buy	57,173 +236	+0.4%	+$7.63K	1.53%	16
2024 Q2	$1.77M	Sell	56,937 -865	-1%	-$26.7K	1.44%	17
2024 Q1	$1.8M	Buy	57,802 +3,672	+7%	+$109K	1.49%	15
2023 Q4	$1.59M	Buy	+54,130	New	+$1.5M	1.17%	17

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

Trademark Financial Management's NUDM Position: Q4 2024 in Review

Trademark Financial Management sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q4 2024, closing a stake of 57,173 shares — an estimated $1.92M sold.

Trademark Financial Management first reported a position in NUDM in Q4 2023 and held it in 4 quarters. The position peaked at $1.92M in Q3 2024. 121 funds tracked by Wall St. Rank hold NUDM as of Q4 2024.

Trademark Financial Management reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
Trademark Financial Management sold 57,173 Nuveen ESG International Developed Markets Equity ETF shares in Q4 2024, an estimated $1.92M.
Trademark Financial Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2023 and held it in 4 quarters.
Trademark Financial Management's Nuveen ESG International Developed Markets Equity ETF position peaked at $1.92M in Q3 2024.
121 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q4 2024.

Based on Trademark Financial Management's 13F filing for Q4 2024, filed 30 Jan 2025.