Arkos Global Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Arkos Global Advisors’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-190,735	Closed	-$2.73M	–	92
2020 Q1	$2.73M	Sell	190,735 -36,480	-16%	-$644K	1.79%	14
2019 Q4	$4.46M	Buy	227,215 +35,790	+19%	+$683K	2.91%	10
2019 Q3	$3.6M	Buy	191,425 +8,495	+5%	+$160K	2.56%	12
2019 Q2	$3.46M	Sell	182,930 -8,975	-5%	-$168K	2.54%	12
2019 Q1	$3.58M	Sell	191,905 -22,700	-11%	-$408K	2.69%	8
2018 Q4	$3.62M	Buy	+214,605	New	+$3.82M	2.96%	8

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arkos Global Advisors's HDV Position: Q2 2020 in Review

Arkos Global Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2020, closing a stake of 190,735 shares — an estimated $2.73M sold.

Arkos Global Advisors first reported a position in HDV in Q4 2018 and held it in 6 quarters. The position peaked at $4.46M in Q4 2019. 487 funds tracked by Wall St. Rank hold HDV as of Q2 2020.

Arkos Global Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2020 after selling out during the quarter.
Arkos Global Advisors sold 190,735 iShares Core High Dividend ETF shares in Q2 2020, an estimated $2.73M.
Arkos Global Advisors first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 6 quarters.
Arkos Global Advisors's iShares Core High Dividend ETF position peaked at $4.46M in Q4 2019.
487 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2020.

Based on Arkos Global Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.