WFAG
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Wescott Financial Advisory Group’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Wescott Financial Advisory Group’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
Q1 		$885K Buy
24,519
+112
+0.5% +$4.21K 0.08% 106
2025
Q4 		$884K Buy
24,407
+2,645
+12% +$100K 0.08% 107
2025
Q3 		$819K Buy
21,762
+1,282
+6% +$46.5K 0.07% 102
2025
Q2 		$727K Buy
20,480
+3,299
+19% +$110K 0.07% 102
2025
Q1 		$547K Buy
17,181
+249
+1% +$7.91K 0.06% 108
2024
Q4 		$509K Buy
16,932
+2,215
+15% +$70.9K 0.05% 112
2024
Q3 		$495K Sell
14,717
-212
-1% -$6.85K 0.05% 115
2024
Q2 		$465K Buy
14,929
+4,829
+48% +$149K 0.05% 116
2024
Q1 		$314K Sell
10,100
-890
-8% -$26.5K 0.04% 132
2023
Q4 		$323K Buy
10,990
+609
+6% +$16.9K 0.05% 129
2023
Q3 		$284K Buy
10,381
+1,606
+18% +$45.6K 0.05% 131
2023
Q2 		$254K Buy
8,775
+481
+6% +$13.8K 0.04% 141
2023
Q1 		$233K Sell
8,294
-7,778
-48% -$215K 0.05% 140
2022
Q4 		$415K Buy
16,072
+6,116
+61% +$152K 0.09% 100
2022
Q3 		$222K Buy
9,956
+409
+4% +$10.2K 0.06% 123
2022
Q2 		$241K Buy
9,547
+1,172
+14% +$31.5K 0.07% 116
2022
Q1 		$241K Buy
8,375
+969
+13% +$28.5K 0.06% 115
2021
Q4 		$230K Buy
+7,406
New +$236K 0.12% 65

Other funds holding NUDM

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Wescott Financial Advisory Group's NUDM Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Nuveen ESG International Developed Markets Equity ETF (NUDM) stake by 0.46% in Q1 2026, buying an estimated $4.21K and bringing the position to 24,519 shares worth $885K. The position accounts for 0.08% of the portfolio, ranked #106.

Wescott Financial Advisory Group first reported a position in NUDM in Q4 2021 and has held it in 18 quarters since. 148 funds tracked by Wall St. Rank hold NUDM as of Q1 2026.

  • Wescott Financial Advisory Group held 24,519 shares of Nuveen ESG International Developed Markets Equity ETF worth $885K as of Q1 2026.
  • Wescott Financial Advisory Group bought 112 Nuveen ESG International Developed Markets Equity ETF shares in Q1 2026, an estimated $4.21K.
  • Nuveen ESG International Developed Markets Equity ETF made up 0.08% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #106 holding.
  • Wescott Financial Advisory Group first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 148 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.