BFA
HDV

Benedict Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Benedict Financial 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
2021
Q3 		– Sell
-11,850
Closed -$229K – 126
2021
Q2 		$229K Buy
+11,850
New +$230K 0.06% 124

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Benedict Financial Advisors's HDV Position: Q3 2021 in Review

Benedict Financial Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2021, closing a stake of 11,850 shares — an estimated $229K sold.

Benedict Financial Advisors first reported a position in HDV in Q2 2021 and held it in 1 quarter. The position peaked at $229K in Q2 2021. 521 funds tracked by Wall St. Rank hold HDV as of Q3 2021.

  • Benedict Financial Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2021 after selling out during the quarter.
  • Benedict Financial Advisors sold 11,850 iShares Core High Dividend ETF shares in Q3 2021, an estimated $229K.
  • Benedict Financial Advisors first reported a position in iShares Core High Dividend ETF in Q2 2021 and held it in 1 quarter.
  • Benedict Financial Advisors's iShares Core High Dividend ETF position peaked at $229K in Q2 2021.
  • 521 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2021.

Based on Benedict Financial Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.