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True Link Financial Advisors’s Nuveen ESG Dividend ETF NUDV Stock Holding History

True Link Financial Advisors’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 		$378K Sell
11,606
-100
-0.9% -$3.22K 0.02% 65
2026
Q1 		$360K Sell
11,706
-200
-2% -$6.27K 0.02% 58
2025
Q4 		$355K Sell
11,906
-1,700
-12% -$50K 0.02% 72
2025
Q3 		$396K Sell
13,606
-1,179
-8% -$33.8K 0.03% 60
2025
Q2 		$419K Buy
14,785
+5,500
+59% +$150K 0.03% 56
2025
Q1 		$259K Buy
+9,285
New +$263K 0.02% 81

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
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
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

True Link Financial Advisors's NUDV Position: Q2 2026 in Review

True Link Financial Advisors reduced its Nuveen ESG Dividend ETF (NUDV) stake by 0.85% in Q2 2026, selling an estimated $3.22K and leaving 11,606 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #65.

True Link Financial Advisors first reported a position in NUDV in Q1 2025 and has held it in 6 quarters since. The position peaked at $419K in Q2 2025. 14 funds tracked by Wall St. Rank hold NUDV as of Q2 2026.

  • True Link Financial Advisors held 11,606 shares of Nuveen ESG Dividend ETF worth $378K as of Q2 2026.
  • True Link Financial Advisors sold 100 Nuveen ESG Dividend ETF shares in Q2 2026, an estimated $3.22K.
  • Nuveen ESG Dividend ETF made up 0.02% of True Link Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • True Link Financial Advisors first reported a position in Nuveen ESG Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • True Link Financial Advisors's Nuveen ESG Dividend ETF position peaked at $419K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.