First Personal Financial Services’s iShares Core High Dividend ETF HDV Stock Holding History

First Personal Financial Services’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
2024 Q3	$81.5K	Hold	3,465	–	–	0.02%	177
2024 Q2	$75.3K	Hold	3,465	–	–	0.02%	177
2024 Q1	$76.4K	Hold	3,465	–	–	0.02%	170
2023 Q4	$70.7K	Hold	3,465	–	–	0.02%	180
2023 Q3	$68.5K	Hold	3,465	–	–	0.02%	180
2023 Q2	$69.8K	Hold	3,465	–	–	0.02%	184
2023 Q1	$70.5K	Hold	3,465	–	–	0.02%	181
2022 Q4	$72.2K	Hold	3,465	–	–	0.02%	177
2022 Q3	$63K	Buy	+3,465	New	+$70K	0.02%	173
2019 Q4	–	Sell	-1,000	Closed	-$19K	–	552
2019 Q3	$19K	Hold	1,000	–	–	0.01%	327
2019 Q2	$19K	Hold	1,000	–	–	0.01%	412
2019 Q1	$19K	Hold	1,000	–	–	0.01%	408
2018 Q4	$17K	Hold	1,000	–	–	0.01%	395
2018 Q3	$18K	Hold	1,000	–	–	0.01%	420
2018 Q2	$17K	Hold	1,000	–	–	0.01%	415
2018 Q1	$17K	Hold	1,000	–	–	﹤0.01%	662
2017 Q4	$18K	Hold	1,000	–	–	﹤0.01%	664
2017 Q3	$17K	Hold	1,000	–	–	﹤0.01%	612
2017 Q2	$17K	Hold	1,000	–	–	﹤0.01%	610
2017 Q1	$17K	Hold	1,000	–	–	﹤0.01%	589
2016 Q4	$16K	Hold	1,000	–	–	﹤0.01%	592
2016 Q3	$16K	Buy	+1,000	New	+$16.5K	﹤0.01%	477

Other funds holding HDV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

First Personal Financial Services's HDV Position: Q3 2024 in Review

First Personal Financial Services held its iShares Core High Dividend ETF (HDV) position steady in Q3 2024 at 3,465 shares worth $81.5K. The position accounts for 0.02% of the portfolio, ranked #177.

First Personal Financial Services first reported a position in HDV in Q3 2016 and has held it in 22 quarters since. 733 funds tracked by Wall St. Rank hold HDV as of Q3 2024.

First Personal Financial Services held 3,465 shares of iShares Core High Dividend ETF worth $81.5K as of Q3 2024.
First Personal Financial Services left its iShares Core High Dividend ETF share count unchanged in Q3 2024.
iShares Core High Dividend ETF made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #177 holding.
First Personal Financial Services first reported a position in iShares Core High Dividend ETF in Q3 2016 and has held it in 22 quarters since.
733 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.