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Montis Financial’s Nuveen ESG Dividend ETF NUDV Stock Holding History

Montis Financial’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 		$205K Buy
+6,290
New +$202K 0.04% 152
2026
Q1 		– Sell
-6,738
Closed -$201K – 155
2025
Q4 		$201K Buy
+6,738
New +$198K 0.04% 155
2024
Q4 		– Sell
-6,982
Closed -$207K – 138
2024
Q3 		$207K Buy
+6,982
New +$197K 0.07% 105

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Montis Financial's NUDV Position: Q2 2026 in Review

Montis Financial opened a new position in Nuveen ESG Dividend ETF (NUDV) in Q2 2026: 6,290 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #152 among its holdings. This is a return to the name: Montis Financial previously reported a position in NUDV as recently as Q4 2025.

Montis Financial first reported a position in NUDV in Q3 2024 and has held it in 3 quarters since. The position peaked at $207K in Q3 2024. 28 funds tracked by Wall St. Rank hold NUDV as of Q2 2026.

  • Montis Financial held 6,290 shares of Nuveen ESG Dividend ETF worth $205K as of Q2 2026.
  • Nuveen ESG Dividend ETF was a new Montis Financial position in Q2 2026.
  • Nuveen ESG Dividend ETF made up 0.04% of Montis Financial's portfolio in Q2 2026, its #152 holding.
  • Montis Financial first reported a position in Nuveen ESG Dividend ETF in Q3 2024 and has held it in 3 quarters since.
  • Montis Financial's Nuveen ESG Dividend ETF position peaked at $207K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.