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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

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Addison Advisors
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GoalVest Advisory
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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.