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Crossmark Global Holdings’s iShares Core High Dividend ETF HDV Stock Holding History

Crossmark Global Holdings’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
2025
Q4 		– Sell
-26,950
Closed -$660K – 1274
2025
Q3 		$660K Buy
26,950
+6,505
+32% +$157K 0.01% 784
2025
Q2 		$479K Buy
20,445
+1,555
+8% +$35.8K 0.01% 901
2025
Q1 		$458K Buy
+18,890
New +$442K 0.01% 910

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Crossmark Global Holdings's HDV Position: Q4 2025 in Review

Crossmark Global Holdings sold out of iShares Core High Dividend ETF (HDV) in Q4 2025, closing a stake of 26,950 shares — an estimated $660K sold.

Crossmark Global Holdings first reported a position in HDV in Q1 2025 and held it in 3 quarters. The position peaked at $660K in Q3 2025. 813 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

  • Crossmark Global Holdings reported no remaining iShares Core High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 26,950 iShares Core High Dividend ETF shares in Q4 2025, an estimated $660K.
  • Crossmark Global Holdings first reported a position in iShares Core High Dividend ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's iShares Core High Dividend ETF position peaked at $660K in Q3 2025.
  • 813 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.