Triad Wealth Partners’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Triad Wealth Partners’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	$328K	Buy	8,078 +2,072	+34%	+$80K	0.02%	427
2026 Q1	$217K	Hold	6,006	–	–	0.02%	457
2025 Q4	$217K	Sell	6,006 -66	-1%	-$2.5K	0.02%	442
2025 Q3	$228K	Buy	+6,072	New	+$220K	0.03%	345

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

Triad Wealth Partners's NUDM Position: Q2 2026 in Review

Triad Wealth Partners increased its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 34% in Q2 2026, buying an estimated $80K and bringing the position to 8,078 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #427.

Triad Wealth Partners first reported a position in NUDM in Q3 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold NUDM as of Q2 2026.

Triad Wealth Partners held 8,078 shares of Nuveen ESG International Developed Markets Equity ETF worth $328K as of Q2 2026.
Triad Wealth Partners bought 2,072 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2026, an estimated $80K.
Nuveen ESG International Developed Markets Equity ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #427 holding.
Triad Wealth Partners first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
155 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.