EI
HDV

Ellevest Inc’s iShares Core High Dividend ETF HDV Stock Holding History

Ellevest Inc’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 		– Sell
-5,220
Closed -$109K – 1977
2022
Q4 		$109K Buy
+5,220
New +$107K 0.01% 415

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UBS Group
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Wells Fargo
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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MYLI
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ellevest Inc's HDV Position: Q1 2023 in Review

Ellevest Inc sold out of iShares Core High Dividend ETF (HDV) in Q1 2023, closing a stake of 5,220 shares — an estimated $109K sold.

Ellevest Inc first reported a position in HDV in Q4 2022 and held it in 1 quarter. The position peaked at $109K in Q4 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

  • Ellevest Inc reported no remaining iShares Core High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 5,220 iShares Core High Dividend ETF shares in Q1 2023, an estimated $109K.
  • Ellevest Inc first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Ellevest Inc's iShares Core High Dividend ETF position peaked at $109K in Q4 2022.
  • 715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.