CSIA
HDV

Carl Stuart Investment Advisor’s iShares Core High Dividend ETF HDV Stock Holding History

Carl Stuart Investment Advisor’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
2022
Q2 		– Sell
-1,925
Closed -$412K – 53
2022
Q1 		$412K Buy
+1,925
New +$40K 0.03% 72

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carl Stuart Investment Advisor's HDV Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 1,925 shares — an estimated $412K sold.

Carl Stuart Investment Advisor first reported a position in HDV in Q1 2022 and held it in 1 quarter. The position peaked at $412K in Q1 2022. 731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 1,925 iShares Core High Dividend ETF shares in Q2 2022, an estimated $412K.
  • Carl Stuart Investment Advisor first reported a position in iShares Core High Dividend ETF in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's iShares Core High Dividend ETF position peaked at $412K in Q1 2022.
  • 731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.