Financial Engines Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Financial Engines Advisors’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 Q2	$252K	Buy	+9,190	New	+$250K	﹤0.01%	516
2026 Q1	–	Sell	-9,020	Closed	-$219K	–	547
2025 Q4	$219K	Buy	9,020 +195	+2%	+$4.74K	﹤0.01%	515
2025 Q3	$216K	Hold	8,825	–	–	﹤0.01%	521
2025 Q2	$207K	Hold	8,825	–	–	﹤0.01%	502
2025 Q1	$214K	Buy	+8,825	New	+$206K	﹤0.01%	408
2024 Q3	–	Sell	-75,005	Closed	-$1.63M	–	388
2024 Q2	$1.63M	Sell	75,005 -2,400	-3%	-$52.3K	﹤0.01%	185
2024 Q1	$1.71M	Sell	77,405 -125	-0.2%	-$2.63K	﹤0.01%	169
2023 Q4	$1.58M	Buy	77,530 +24,540	+46%	+$483K	﹤0.01%	157
2023 Q3	$1.06M	Hold	52,990	–	–	﹤0.01%	165
2023 Q2	$1.07M	Buy	52,990 +1,645	+3%	+$33.1K	﹤0.01%	168
2023 Q1	$1.04M	Buy	51,345 +1,100	+2%	+$22.6K	﹤0.01%	176
2022 Q4	$1.05M	Sell	50,245 -55	-0.1%	-$1.13K	﹤0.01%	167
2022 Q3	$918K	Buy	50,300 +560	+1%	+$11.3K	﹤0.01%	163
2022 Q2	$999K	Hold	49,740	–	–	﹤0.01%	158
2022 Q1	$1.06M	Buy	+49,740	New	+$1.03M	﹤0.01%	161

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors's HDV Position: Q2 2026 in Review

Financial Engines Advisors opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 9,190 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: Financial Engines Advisors previously reported a position in HDV as recently as Q4 2025.

Financial Engines Advisors first reported a position in HDV in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.71M in Q1 2024. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Financial Engines Advisors held 9,190 shares of iShares Core High Dividend ETF worth $252K as of Q2 2026.
iShares Core High Dividend ETF was a new Financial Engines Advisors position in Q2 2026.
iShares Core High Dividend ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #516 holding.
Financial Engines Advisors first reported a position in iShares Core High Dividend ETF in Q1 2022 and has held it in 15 quarters since.
Financial Engines Advisors's iShares Core High Dividend ETF position peaked at $1.71M in Q1 2024.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.