CI
HDV

Cavalier Investments’s iShares Core High Dividend ETF HDV Stock Holding History

Cavalier Investments’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
Q2 		– Sell
-126,790
Closed -$2.41M – 103
2021
Q1 		$2.41M Buy
+126,790
New +$2.31M 1.05% 36

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cavalier Investments's HDV Position: Q2 2021 in Review

Cavalier Investments sold out of iShares Core High Dividend ETF (HDV) in Q2 2021, closing a stake of 126,790 shares — an estimated $2.41M sold.

Cavalier Investments first reported a position in HDV in Q1 2021 and held it in 1 quarter. The position peaked at $2.41M in Q1 2021. 515 funds tracked by Wall St. Rank hold HDV as of Q2 2021.

  • Cavalier Investments reported no remaining iShares Core High Dividend ETF position as of Q2 2021 after selling out during the quarter.
  • Cavalier Investments sold 126,790 iShares Core High Dividend ETF shares in Q2 2021, an estimated $2.41M.
  • Cavalier Investments first reported a position in iShares Core High Dividend ETF in Q1 2021 and held it in 1 quarter.
  • Cavalier Investments's iShares Core High Dividend ETF position peaked at $2.41M in Q1 2021.
  • 515 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2021.

Based on Cavalier Investments's 13F filing for Q2 2021, filed 11 Aug 2021.