WFAG
Wescott Financial Advisory Group’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 | $727K | Buy |
20,480
+3,299
| +19% | +$117K | 0.07% | 102 |
|
|
2025
Q1 | $547K | Buy |
17,181
+249
| +1% | +$7.93K | 0.06% | 108 |
|
|
2024
Q4 | $509K | Buy |
16,932
+2,215
| +15% | +$66.6K | 0.05% | 112 |
|
|
2024
Q3 | $495K | Sell |
14,717
-212
| -1% | -$7.13K | 0.05% | 115 |
|
|
2024
Q2 | $465K | Buy |
14,929
+4,829
| +48% | +$150K | 0.05% | 116 |
|
|
2024
Q1 | $314K | Sell |
10,100
-890
| -8% | -$27.7K | 0.04% | 132 |
|
|
2023
Q4 | $323K | Buy |
10,990
+609
| +6% | +$17.9K | 0.05% | 129 |
|
|
2023
Q3 | $284K | Buy |
10,381
+1,606
| +18% | +$43.9K | 0.05% | 131 |
|
|
2023
Q2 | $254K | Buy |
8,775
+481
| +6% | +$13.9K | 0.04% | 141 |
|
|
2023
Q1 | $233K | Sell |
8,294
-7,778
| -48% | -$219K | 0.05% | 140 |
|
|
2022
Q4 | $415K | Buy |
16,072
+6,116
| +61% | +$158K | 0.09% | 100 |
|
|
2022
Q3 | $222K | Buy |
9,956
+409
| +4% | +$9.12K | 0.06% | 123 |
|
|
2022
Q2 | $241K | Buy |
9,547
+1,172
| +14% | +$29.6K | 0.07% | 116 |
|
|
2022
Q1 | $241K | Buy |
8,375
+969
| +13% | +$27.9K | 0.06% | 115 |
|
|
2021
Q4 | $230K | Buy |
+7,406
| New | +$230K | 0.12% | 65 |
|