Evercore Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Evercore Wealth 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	$1.46M	Sell	53,835 -18,850	-26%	-$502K	0.02%	184
2025 Q4	$1.77M	Sell	72,685 -1,135	-2%	-$27.6K	0.03%	168
2025 Q3	$1.81M	Sell	73,820 -7,790	-10%	-$188K	0.03%	165
2025 Q2	$1.91M	Buy	81,610 +16,140	+25%	+$372K	0.03%	160
2025 Q1	$1.59M	Sell	65,470 -1,225	-2%	-$28.6K	0.03%	179
2024 Q4	$1.5M	Sell	66,695 -1,160	-2%	-$27.3K	0.02%	182
2024 Q3	$1.6M	Sell	67,855 -1,000	-1%	-$22.9K	0.02%	181
2024 Q2	$1.5M	Sell	68,855 -2,450	-3%	-$53.3K	0.02%	186
2024 Q1	$1.57M	Sell	71,305 -4,075	-5%	-$85.7K	0.02%	182
2023 Q4	$1.54M	Sell	75,380 -37,460	-33%	-$738K	0.03%	182
2023 Q3	$2.23M	Sell	112,840 -2,325	-2%	-$47.6K	0.04%	143
2023 Q2	$2.32M	Sell	115,165 -67,615	-37%	-$1.36M	0.04%	145
2023 Q1	$3.72M	Sell	182,780 -20,500	-10%	-$421K	0.07%	108
2022 Q4	$4.24M	Sell	203,280 -22,455	-10%	-$459K	0.09%	97
2022 Q3	$4.12M	Buy	225,735 +30,615	+16%	+$619K	0.09%	92
2022 Q2	$3.92M	Buy	195,120 +44,760	+30%	+$945K	0.08%	102
2022 Q1	$3.21M	Hold	150,360	–	–	0.06%	127
2021 Q4	$3.04M	Sell	150,360 -750	-0.5%	-$14.7K	0.05%	135
2021 Q3	$2.85M	Sell	151,110 -18,750	-11%	-$363K	0.05%	145
2021 Q2	$3.28M	Sell	169,860 -6,000	-3%	-$117K	0.06%	135
2021 Q1	$3.34M	Buy	175,860 +57,225	+48%	+$1.04M	0.07%	130
2020 Q4	$2.08M	Buy	118,635 +12,600	+12%	+$213K	0.04%	154
2020 Q3	$1.71M	Sell	106,035 -9,070	-8%	-$151K	0.04%	158
2020 Q2	$1.87M	Buy	115,105 +47,750	+71%	+$771K	0.05%	147
2020 Q1	$964K	Buy	67,355 +46,225	+219%	+$817K	0.03%	183
2019 Q4	$415K	Hold	21,130	–	–	0.01%	305
2019 Q3	$398K	Buy	21,130 +4,535	+27%	+$85.2K	0.01%	293
2019 Q2	$313K	Buy	16,595 +2,425	+17%	+$45.5K	0.01%	334
2019 Q1	$264K	Buy	14,170 +1,250	+10%	+$22.4K	0.01%	351
2018 Q4	$218K	Buy	+12,920	New	+$230K	0.01%	351
2016 Q4	–	Sell	-83,000	Closed	-$1.35M	–	1052
2016 Q3	$1.35M	Hold	83,000	–	–	0.06%	159
2016 Q2	$1.36M	Sell	83,000 -84,160	-50%	-$1.34M	0.06%	154
2016 Q1	$2.61M	Hold	167,160	–	–	0.12%	111
2015 Q4	$2.45M	Hold	167,160	–	–	0.11%	119
2015 Q3	$2.33M	Hold	167,160	–	–	0.11%	118
2015 Q2	$2.46M	Hold	167,160	–	–	0.11%	123
2015 Q1	$2.51M	Buy	+167,160	New	+$2.56M	0.12%	122
2014 Q4	–	Sell	-167,160	Closed	-$2.52M	–	910
2014 Q3	$2.52M	Sell	167,160 -19,840	-11%	-$299K	0.13%	128
2014 Q2	$2.82M	Sell	187,000 -30,750	-14%	-$452K	0.15%	119
2014 Q1	$3.11M	Hold	217,750	–	–	0.17%	112
2013 Q4	$3.06M	Hold	217,750	–	–	0.17%	117
2013 Q3	$2.89M	Sell	217,750 -41,675	-16%	-$564K	0.17%	133
2013 Q2	$3.44M	Buy	+259,425	New	+$3.51M	0.19%	121

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Evercore Wealth Management's HDV Position: Q1 2026 in Review

Evercore Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 26% in Q1 2026, selling an estimated $502K and leaving 53,835 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #184.

Evercore Wealth Management first reported a position in HDV in Q2 2013 and has held it in 43 quarters since. The position peaked at $4.24M in Q4 2022. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Evercore Wealth Management held 53,835 shares of iShares Core High Dividend ETF worth $1.46M as of Q1 2026.
Evercore Wealth Management sold 18,850 iShares Core High Dividend ETF shares in Q1 2026, an estimated $502K.
iShares Core High Dividend ETF made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #184 holding.
Evercore Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2013 and has held it in 43 quarters since.
Evercore Wealth Management's iShares Core High Dividend ETF position peaked at $4.24M in Q4 2022.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.