GoalVest Advisory’s Nuveen ESG Dividend ETF NUDV Stock Holding History

GoalVest Advisory’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 Q2	$48.7K	Hold	1,496	–	–	0.01%	213
2026 Q1	$46K	Sell	1,496 -402	-21%	-$12.6K	0.01%	237
2025 Q4	$56.6K	Sell	1,898 -7,843	-81%	-$231K	0.01%	235
2025 Q3	$284K	Buy	9,741 +433	+5%	+$12.4K	0.06%	113
2025 Q2	$264K	Buy	9,308 +2,736	+42%	+$74.8K	0.07%	112
2025 Q1	$183K	Hold	6,572	–	–	0.05%	122
2024 Q4	$181K	Sell	6,572 -603	-8%	-$17.8K	0.05%	119
2024 Q3	$213K	Hold	7,175	–	–	0.06%	102
2024 Q2	$192K	Sell	7,175 -1,406	-16%	-$37.5K	0.06%	103
2024 Q1	$234K	Hold	8,581	–	–	0.08%	100
2023 Q4	$220K	Hold	8,581	–	–	0.1%	62
2023 Q3	$199K	Buy	8,581 +5,165	+151%	+$126K	0.1%	69
2023 Q2	$82.5K	Buy	+3,416	New	+$80.3K	0.04%	110

Other funds holding NUDV

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

GoalVest Advisory's NUDV Position: Q2 2026 in Review

GoalVest Advisory held its Nuveen ESG Dividend ETF (NUDV) position steady in Q2 2026 at 1,496 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #213.

GoalVest Advisory first reported a position in NUDV in Q2 2023 and has held it in 13 quarters since. The position peaked at $284K in Q3 2025. 4 funds tracked by Wall St. Rank hold NUDV as of Q2 2026.

GoalVest Advisory held 1,496 shares of Nuveen ESG Dividend ETF worth $48.7K as of Q2 2026.
GoalVest Advisory left its Nuveen ESG Dividend ETF share count unchanged in Q2 2026.
Nuveen ESG Dividend ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #213 holding.
GoalVest Advisory first reported a position in Nuveen ESG Dividend ETF in Q2 2023 and has held it in 13 quarters since.
GoalVest Advisory's Nuveen ESG Dividend ETF position peaked at $284K in Q3 2025.
4 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.