Diversified Enterprises’s Nuveen ESG Dividend ETF NUDV Stock Holding History

Diversified Enterprises’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
2026 Q3	$1.22M	Buy	38,172 +1,985	+5%	+$66.5K	0.06%	146
2026 Q2	$1.18M	Sell	36,187 -78	-0.2%	-$2.51K	0.06%	141
2026 Q1	$1.12M	Buy	36,265 +3,220	+10%	+$101K	0.06%	143
2025 Q4	$985K	Buy	33,045 +483	+1%	+$14.2K	0.06%	135
2025 Q3	$948K	Buy	32,562 +2,499	+8%	+$71.7K	0.06%	108
2025 Q2	$852K	Buy	30,063 +4,437	+17%	+$121K	0.06%	107
2025 Q1	$715K	Buy	25,626 +1,158	+5%	+$32.8K	0.06%	115
2024 Q4	$675K	Buy	+24,468	New	+$724K	0.06%	106

Other funds holding NUDV

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Diversified Enterprises's NUDV Position: Q3 2026 in Review

Diversified Enterprises increased its Nuveen ESG Dividend ETF (NUDV) stake by 5.5% in Q3 2026, buying an estimated $66.5K and bringing the position to 38,172 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #146.

Diversified Enterprises first reported a position in NUDV in Q4 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold NUDV as of Q3 2026.

Diversified Enterprises held 38,172 shares of Nuveen ESG Dividend ETF worth $1.22M as of Q3 2026.
Diversified Enterprises bought 1,985 Nuveen ESG Dividend ETF shares in Q3 2026, an estimated $66.5K.
Nuveen ESG Dividend ETF made up 0.06% of Diversified Enterprises's portfolio in Q3 2026, its #146 holding.
Diversified Enterprises first reported a position in Nuveen ESG Dividend ETF in Q4 2024 and has held it in 8 quarters since.
11 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.