CWP
HDV

Curated Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Curated Wealth Partners’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
2024
Q4 		– Sell
-29,220
Closed -$687K – 145
2024
Q3 		$687K Buy
+29,220
New +$669K 0.09% 67

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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Curated Wealth Partners's HDV Position: Q4 2024 in Review

Curated Wealth Partners sold out of iShares Core High Dividend ETF (HDV) in Q4 2024, closing a stake of 29,220 shares — an estimated $687K sold.

Curated Wealth Partners first reported a position in HDV in Q3 2024 and held it in 1 quarter. The position peaked at $687K in Q3 2024. 772 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

  • Curated Wealth Partners reported no remaining iShares Core High Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 29,220 iShares Core High Dividend ETF shares in Q4 2024, an estimated $687K.
  • Curated Wealth Partners first reported a position in iShares Core High Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Curated Wealth Partners's iShares Core High Dividend ETF position peaked at $687K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on Curated Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.