EPIM
HDV

Evelyn Partners Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

Evelyn Partners Investment 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
2026
Q1 		$10.9K Hold
400
– – ﹤0.01% 353
2025
Q4 		$9.73K Hold
400
– – ﹤0.01% 361
2025
Q3 		$9.8K Buy
+400
New +$9.67K ﹤0.01% 354

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Evelyn Partners Investment Management's HDV Position: Q1 2026 in Review

Evelyn Partners Investment Management held its iShares Core High Dividend ETF (HDV) position steady in Q1 2026 at 400 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Evelyn Partners Investment Management first reported a position in HDV in Q3 2025 and has held it in 3 quarters since. 857 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Evelyn Partners Investment Management held 400 shares of iShares Core High Dividend ETF worth $10.9K as of Q1 2026.
  • Evelyn Partners Investment Management left its iShares Core High Dividend ETF share count unchanged in Q1 2026.
  • iShares Core High Dividend ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #353 holding.
  • Evelyn Partners Investment Management first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.