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

Evermay 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
2023 Q4	–	Sell	-2,775	Closed	-$55.5K	–	683
2023 Q3	$55.5K	Hold	2,775	–	–	0.01%	292
2023 Q2	$55.9K	Hold	2,775	–	–	0.01%	297
2023 Q1	$56.4K	Hold	2,775	–	–	0.01%	290
2022 Q4	$57.9K	Hold	2,775	–	–	0.01%	288
2022 Q3	$51K	Hold	2,775	–	–	0.01%	276
2022 Q2	$56K	Buy	+2,775	New	+$58.6K	0.01%	266

Other funds holding HDV

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

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

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

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Evermay Wealth Management's HDV Position: Q4 2023 in Review

Evermay Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2023, closing a stake of 2,775 shares — an estimated $55.5K sold.

Evermay Wealth Management first reported a position in HDV in Q2 2022 and held it in 6 quarters. The position peaked at $57.9K in Q4 2022. 721 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

Evermay Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q4 2023 after selling out during the quarter.
Evermay Wealth Management sold 2,775 iShares Core High Dividend ETF shares in Q4 2023, an estimated $55.5K.
Evermay Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 6 quarters.
Evermay Wealth Management's iShares Core High Dividend ETF position peaked at $57.9K in Q4 2022.
721 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on Evermay Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.