Clear Perspectives Financial Planning’s iShares Core High Dividend ETF HDV Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$544K	Sell	26,760 -252,800	-90%	-$5.19M	0.31%	29
2022 Q4	$5.83M	Buy	279,560 +84,800	+44%	+$1.74M	3.1%	9
2022 Q3	$3.56M	Buy	194,760 +175,285	+900%	+$3.54M	1.74%	15
2022 Q2	$391K	Buy	+19,475	New	+$411K	0.15%	39

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clear Perspectives Financial Planning's HDV Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares Core High Dividend ETF (HDV) stake by 90% in Q1 2023, selling an estimated $5.19M and leaving 26,760 shares worth $544K. The position accounts for 0.31% of the portfolio, ranked #29.

Clear Perspectives Financial Planning first reported a position in HDV in Q2 2022 and has held it in 4 quarters since. The position peaked at $5.83M in Q4 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

Clear Perspectives Financial Planning held 26,760 shares of iShares Core High Dividend ETF worth $544K as of Q1 2023.
Clear Perspectives Financial Planning sold 252,800 iShares Core High Dividend ETF shares in Q1 2023, an estimated $5.19M.
iShares Core High Dividend ETF made up 0.31% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #29 holding.
Clear Perspectives Financial Planning first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 4 quarters since.
Clear Perspectives Financial Planning's iShares Core High Dividend ETF position peaked at $5.83M in Q4 2022.
715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.