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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
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
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

Montis Financial's NUDV Position: Q1 2026 in Review

Montis Financial sold out of Nuveen ESG Dividend ETF (NUDV) in Q1 2026, closing a stake of 6,738 shares — an estimated $201K sold.

Montis Financial first reported a position in NUDV in Q3 2024 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 24 funds tracked by Wall St. Rank hold NUDV as of Q1 2026.

  • Montis Financial reported no remaining Nuveen ESG Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Montis Financial sold 6,738 Nuveen ESG Dividend ETF shares in Q1 2026, an estimated $201K.
  • Montis Financial first reported a position in Nuveen ESG Dividend ETF in Q3 2024 and held it in 2 quarters.
  • Montis Financial's Nuveen ESG Dividend ETF position peaked at $207K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.