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

CSM 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
2025
Q2 		– Sell
-2,309,000
Closed -$55.9M – 380
2025
Q1 		$55.9M Hold
2,309,000
– – 3.05% 8
2024
Q4 		$51.8M Buy
2,309,000
+1,154,500
+100% +$27.1M 2.42% 10
2024
Q3 		$27.2M Buy
+1,154,500
New +$26.4M 1.77% 14

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CSM Advisors's HDV Position: Q2 2025 in Review

CSM Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 2,309,000 shares — an estimated $55.9M sold.

CSM Advisors first reported a position in HDV in Q3 2024 and held it in 3 quarters. The position peaked at $55.9M in Q1 2025. 759 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

  • CSM Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • CSM Advisors sold 2,309,000 iShares Core High Dividend ETF shares in Q2 2025, an estimated $55.9M.
  • CSM Advisors first reported a position in iShares Core High Dividend ETF in Q3 2024 and held it in 3 quarters.
  • CSM Advisors's iShares Core High Dividend ETF position peaked at $55.9M in Q1 2025.
  • 759 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on CSM Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.