WCFA
Walkner Condon Financial Advisors’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
13,737
-146
| -1% | -$5.18K | 0.09% | 162 |
|
|
2025
Q1 | $442K | Sell |
13,883
-188
| -1% | -$5.99K | 0.09% | 173 |
|
|
2024
Q4 | $423K | Sell |
14,071
-2,515
| -15% | -$75.6K | 0.09% | 179 |
|
|
2024
Q3 | $558K | Sell |
16,586
-151
| -0.9% | -$5.08K | 0.11% | 145 |
|
|
2024
Q2 | $521K | Buy |
16,737
+1
| +0% | +$31 | 0.11% | 142 |
|
|
2024
Q1 | $520K | Sell |
16,736
-1,781
| -10% | -$55.3K | 0.11% | 145 |
|
|
2023
Q4 | $545K | Sell |
18,517
-291
| -2% | -$8.56K | 0.12% | 139 |
|
|
2023
Q3 | $514K | Sell |
18,808
-563
| -3% | -$15.4K | 0.14% | 132 |
|
|
2023
Q2 | $561K | Buy |
19,371
+2,521
| +15% | +$73K | 0.15% | 120 |
|
|
2023
Q1 | $474K | Sell |
16,850
-598
| -3% | -$16.8K | 0.13% | 139 |
|
|
2022
Q4 | $450K | Sell |
17,448
-2,123
| -11% | -$54.8K | 0.13% | 135 |
|
|
2022
Q3 | $437K | Buy |
19,571
+123
| +0.6% | +$2.75K | 0.14% | 128 |
|
|
2022
Q2 | $490K | Sell |
19,448
-1,895
| -9% | -$47.7K | 0.15% | 120 |
|
|
2022
Q1 | $614K | Buy |
+21,343
| New | +$614K | 0.17% | 107 |
|
|
2021
Q4 | – | Sell |
-21,739
| Closed | -$682K | – | 156 |
|
|
2021
Q3 | $682K | Buy |
21,739
+270
| +1% | +$8.47K | 0.34% | 65 |
|
|
2021
Q2 | $677K | Sell |
21,469
-23,151
| -52% | -$730K | 0.25% | 72 |
|
|
2021
Q1 | $1.35M | Sell |
44,620
-2,361
| -5% | -$71.4K | 0.52% | 49 |
|
|
2020
Q4 | $1.37M | Buy |
46,981
+3,733
| +9% | +$109K | 0.59% | 40 |
|
|
2020
Q3 | $1.11M | Buy |
43,248
+3,283
| +8% | +$84K | 0.59% | 41 |
|
|
2020
Q2 | $969K | Sell |
39,965
-2,070
| -5% | -$50.2K | 0.85% | 19 |
|
|
2020
Q1 | $882K | Buy |
42,035
+13,404
| +47% | +$281K | 0.94% | 17 |
|
|
2019
Q4 | $772K | Buy |
+28,631
| New | +$772K | 0.74% | 26 |
|