EHPM
HDV

Emery Howard Portfolio Management’s iShares Core High Dividend ETF HDV Stock Holding History

Emery Howard Portfolio Management’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
2021
Q4 		$257K Buy
12,715
+875
+7% +$17.2K 0.03% 44
2021
Q3 		$223K Hold
11,840
– – 0.03% 44
2021
Q2 		$229K Buy
11,840
+70
+0.6% +$1.36K 0.03% 44
2021
Q1 		$223K Hold
11,770
– – 0.04% 42
2020
Q4 		$206K Buy
+11,770
New +$199K 0.04% 37
2020
Q1 		– Sell
-11,595
Closed -$227K – 32
2019
Q4 		$227K Buy
11,595
+65
+0.6% +$1.24K 0.04% 33
2019
Q3 		$217K Hold
11,530
– – 0.04% 32
2019
Q2 		$218K Sell
11,530
-710
-6% -$13.3K 0.04% 33
2019
Q1 		$228K Buy
12,240
+30
+0.2% +$539 0.05% 32
2018
Q4 		$206K Buy
12,210
+65
+0.5% +$1.16K 0.05% 32
2018
Q3 		$220K Buy
12,145
+35
+0.3% +$621 0.05% 34
2018
Q2 		$206K Hold
12,110
– – 0.04% 34
2018
Q1 		$205K Buy
12,110
+110
+0.9% +$1.94K 0.04% 33
2017
Q4 		$216K Buy
12,000
+205
+2% +$3.59K 0.05% 33
2017
Q3 		$203K Sell
11,795
-790
-6% -$13.3K 0.05% 34
2017
Q2 		$209K Hold
12,585
– – 0.05% 33
2017
Q1 		$211K Buy
12,585
+110
+0.9% +$1.83K 0.05% 33
2016
Q4 		$205K Buy
+12,475
New +$201K 0.05% 33

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CH
CVS Health Woonsocket, Rhode Island $212M AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Emery Howard Portfolio Management's HDV Position: Q4 2021 in Review

Emery Howard Portfolio Management increased its iShares Core High Dividend ETF (HDV) stake by 7.4% in Q4 2021, buying an estimated $17.2K and bringing the position to 12,715 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #44.

Emery Howard Portfolio Management first reported a position in HDV in Q4 2016 and has held it in 18 quarters since. 582 funds tracked by Wall St. Rank hold HDV as of Q4 2021.

  • Emery Howard Portfolio Management held 12,715 shares of iShares Core High Dividend ETF worth $257K as of Q4 2021.
  • Emery Howard Portfolio Management bought 875 iShares Core High Dividend ETF shares in Q4 2021, an estimated $17.2K.
  • iShares Core High Dividend ETF made up 0.03% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #44 holding.
  • Emery Howard Portfolio Management first reported a position in iShares Core High Dividend ETF in Q4 2016 and has held it in 18 quarters since.
  • 582 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.