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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$472K	Sell	13,068 -9	-0.1%	-$338	0.06%	179
2025 Q4	$474K	Sell	13,077 -479	-4%	-$18.1K	0.07%	185
2025 Q3	$510K	Sell	13,556 -181	-1%	-$6.57K	0.08%	168
2025 Q2	$488K	Sell	13,737 -146	-1%	-$4.87K	0.09%	162
2025 Q1	$442K	Sell	13,883 -188	-1%	-$5.97K	0.09%	173
2024 Q4	$423K	Sell	14,071 -2,515	-15%	-$80.4K	0.09%	179
2024 Q3	$558K	Sell	16,586 -151	-0.9%	-$4.88K	0.11%	145
2024 Q2	$521K	Buy	16,737 +1	+0%	+$31	0.11%	142
2024 Q1	$520K	Sell	16,736 -1,781	-10%	-$53K	0.11%	145
2023 Q4	$545K	Sell	18,517 -291	-2%	-$8.09K	0.12%	139
2023 Q3	$514K	Sell	18,808 -563	-3%	-$16K	0.14%	132
2023 Q2	$561K	Buy	19,371 +2,521	+15%	+$72.5K	0.15%	120
2023 Q1	$474K	Sell	16,850 -598	-3%	-$16.5K	0.13%	139
2022 Q4	$450K	Sell	17,448 -2,123	-11%	-$52.9K	0.13%	135
2022 Q3	$437K	Buy	19,571 +123	+0.6%	+$3.08K	0.14%	128
2022 Q2	$490K	Sell	19,448 -1,895	-9%	-$50.9K	0.15%	120
2022 Q1	$614K	Buy	+21,343	New	+$627K	0.17%	107
2021 Q4	–	Sell	-21,739	Closed	-$682K	–	156
2021 Q3	$682K	Buy	21,739 +270	+1%	+$8.69K	0.34%	65
2021 Q2	$677K	Sell	21,469 -23,151	-52%	-$732K	0.25%	72
2021 Q1	$1.35M	Sell	44,620 -2,361	-5%	-$71.2K	0.52%	49
2020 Q4	$1.37M	Buy	46,981 +3,733	+9%	+$102K	0.59%	40
2020 Q3	$1.11M	Buy	43,248 +3,283	+8%	+$83.9K	0.59%	41
2020 Q2	$969K	Sell	39,965 -2,070	-5%	-$47.1K	0.85%	19
2020 Q1	$882K	Buy	42,035 +13,404	+47%	+$332K	0.94%	17
2019 Q4	$772K	Buy	+28,631	New	+$768K	0.74%	26