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Wood Tarver Financial Group’s Nuveen ESG Dividend ETF NUDV Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-4,132
Closed -$117K – 473
2025
Q2 		$117K Hold
4,132
– – 0.04% 195
2025
Q1 		$115K Hold
4,132
– – 0.04% 176
2024
Q4 		$113K Buy
+4,132
New +$122K 0.04% 179

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Wood Tarver Financial Group's NUDV Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Nuveen ESG Dividend ETF (NUDV) in Q3 2025, closing a stake of 4,132 shares — an estimated $117K sold.

Wood Tarver Financial Group first reported a position in NUDV in Q4 2024 and held it in 3 quarters. The position peaked at $117K in Q2 2025. 20 funds tracked by Wall St. Rank hold NUDV as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Nuveen ESG Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 4,132 Nuveen ESG Dividend ETF shares in Q3 2025, an estimated $117K.
  • Wood Tarver Financial Group first reported a position in Nuveen ESG Dividend ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Nuveen ESG Dividend ETF position peaked at $117K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.