CWA
NUDV icon

Clearview Wealth Advisors’s Nuveen ESG Dividend ETF NUDV Stock Holding History

Clearview Wealth Advisors’s Portfolio NUDV Stock Details NUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,430
Closed -$34.5K – 444
2023
Q2 		$34.5K Hold
1,430
– – 0.04% 217
2023
Q1 		$34.1K Hold
1,430
– – 0.03% 221
2022
Q4 		$34.3K Buy
+1,430
New +$33.8K 0.03% 190

Other funds holding NUDV

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearview Wealth Advisors's NUDV Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Nuveen ESG Dividend ETF (NUDV) in Q3 2023, closing a stake of 1,430 shares — an estimated $34.5K sold.

Clearview Wealth Advisors first reported a position in NUDV in Q4 2022 and held it in 3 quarters. The position peaked at $34.5K in Q2 2023. 9 funds tracked by Wall St. Rank hold NUDV as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Nuveen ESG Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,430 Nuveen ESG Dividend ETF shares in Q3 2023, an estimated $34.5K.
  • Clearview Wealth Advisors first reported a position in Nuveen ESG Dividend ETF in Q4 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's Nuveen ESG Dividend ETF position peaked at $34.5K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.