EWM
HDV

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

Executive 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
2019
Q3 		– Sell
-2,070
Closed -$39K – 406
2019
Q2 		$39K Buy
2,070
+15
+0.7% +$281 0.01% 343
2019
Q1 		$38K Sell
2,055
-880
-30% -$15.8K 0.01% 314
2018
Q4 		$50K Buy
+2,935
New +$52.2K 0.01% 278

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.78B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Executive Wealth Management's HDV Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2019, closing a stake of 2,070 shares — an estimated $39K sold.

Executive Wealth Management first reported a position in HDV in Q4 2018 and held it in 3 quarters. The position peaked at $50K in Q4 2018. 492 funds tracked by Wall St. Rank hold HDV as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,070 iShares Core High Dividend ETF shares in Q3 2019, an estimated $39K.
  • Executive Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares Core High Dividend ETF position peaked at $50K in Q4 2018.
  • 492 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.