Westside Investment Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Westside Investment Management’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
2024 Q2	–	Sell	-100	Closed	-$3.11K	–	998
2024 Q1	$3.11K	Hold	100	–	–	﹤0.01%	783
2023 Q4	$2.94K	Hold	100	–	–	﹤0.01%	763
2023 Q3	$2.73K	Buy	+100	New	+$2.84K	﹤0.01%	755

Other funds holding NUDM

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 19.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Westside Investment Management's NUDM Position: Q2 2024 in Review

Westside Investment Management sold out of Nuveen ESG International Developed Markets Equity ETF (NUDM) in Q2 2024, closing a stake of 100 shares — an estimated $3.11K sold.

Westside Investment Management first reported a position in NUDM in Q3 2023 and held it in 3 quarters. The position peaked at $3.11K in Q1 2024. 108 funds tracked by Wall St. Rank hold NUDM as of Q2 2024.

Westside Investment Management reported no remaining Nuveen ESG International Developed Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
Westside Investment Management sold 100 Nuveen ESG International Developed Markets Equity ETF shares in Q2 2024, an estimated $3.11K.
Westside Investment Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q3 2023 and held it in 3 quarters.
Westside Investment Management's Nuveen ESG International Developed Markets Equity ETF position peaked at $3.11K in Q1 2024.
108 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2024.

Based on Westside Investment Management's 13F filing for Q2 2024, filed 17 Jul 2024.