US Financial Advisors’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

US Financial Advisors’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 Q1	$774K	Buy	24,305 +1,627	+7%	+$51.7K	0.23%	47
2024 Q4	$682K	Buy	22,678 +513	+2%	+$16.4K	0.21%	46
2024 Q3	$746K	Sell	22,165 -1,863	-8%	-$60.2K	0.23%	45
2024 Q2	$748K	Sell	24,028 -535	-2%	-$16.5K	0.25%	47
2024 Q1	$763K	Buy	24,563 +1,041	+4%	+$31K	0.26%	43
2023 Q4	$692K	Buy	23,522 +1,619	+7%	+$45K	0.26%	43
2023 Q3	$598K	Buy	21,903 +2,257	+11%	+$64.1K	0.25%	45
2023 Q2	$569K	Sell	19,646 -2,040	-9%	-$58.7K	0.24%	42
2023 Q1	$610K	Buy	21,686 +1,308	+6%	+$36.1K	0.27%	42
2022 Q4	$526K	Buy	+20,378	New	+$508K	0.26%	44

Other funds holding NUDM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return

WWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Financial Advisors's NUDM Position: Q1 2025 in Review

US Financial Advisors increased its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 7.2% in Q1 2025, buying an estimated $51.7K and bringing the position to 24,305 shares worth $774K. The position accounts for 0.23% of the portfolio, ranked #47.

US Financial Advisors first reported a position in NUDM in Q4 2022 and has held it in 10 quarters since. 129 funds tracked by Wall St. Rank hold NUDM as of Q1 2025.

US Financial Advisors held 24,305 shares of Nuveen ESG International Developed Markets Equity ETF worth $774K as of Q1 2025.
US Financial Advisors bought 1,627 Nuveen ESG International Developed Markets Equity ETF shares in Q1 2025, an estimated $51.7K.
Nuveen ESG International Developed Markets Equity ETF made up 0.23% of US Financial Advisors's portfolio in Q1 2025, its #47 holding.
US Financial Advisors first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2022 and has held it in 10 quarters since.
129 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.