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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 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. 28 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.
28 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.