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Mason & Associates (California)’s Nuveen ESG Dividend ETF NUDV Stock Holding History

Mason & Associates (California)’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 		– Sell
-16,377
Closed -$496K – 170
2026
Q1 		$496K Sell
16,377
-214
-1% -$6.71K 0.1% 109
2025
Q4 		$495K Buy
+16,591
New +$488K 0.09% 106

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $144M AUM

Mason & Associates (California)'s NUDV Position: Q2 2026 in Review

Mason & Associates (California) sold out of Nuveen ESG Dividend ETF (NUDV) in Q2 2026, closing a stake of 16,377 shares — an estimated $496K sold.

Mason & Associates (California) first reported a position in NUDV in Q4 2025 and held it in 2 quarters. The position peaked at $496K in Q1 2026. 14 funds tracked by Wall St. Rank hold NUDV as of Q2 2026.

  • Mason & Associates (California) reported no remaining Nuveen ESG Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Mason & Associates (California) sold 16,377 Nuveen ESG Dividend ETF shares in Q2 2026, an estimated $496K.
  • Mason & Associates (California) first reported a position in Nuveen ESG Dividend ETF in Q4 2025 and held it in 2 quarters.
  • Mason & Associates (California)'s Nuveen ESG Dividend ETF position peaked at $496K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.