FF
HDV

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

FourThought Financial’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
2022
Q2 		– Sell
-465
Closed -$10K – 1502
2022
Q1 		$10K Buy
465
+325
+232% +$6.75K ﹤0.01% 1040
2021
Q4 		$3K Hold
140
– – ﹤0.01% 1318
2021
Q3 		$2K Sell
140
-1,800
-93% -$34.8K ﹤0.01% 1364
2021
Q2 		$37K Sell
1,940
-1,300
-40% -$25.3K ﹤0.01% 794
2021
Q1 		$61K Hold
3,240
– – 0.01% 633
2020
Q4 		$56K Buy
+3,240
New +$54.9K 0.01% 640

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FourThought Financial's HDV Position: Q2 2022 in Review

FourThought Financial sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 465 shares — an estimated $10K sold.

FourThought Financial first reported a position in HDV in Q4 2020 and held it in 6 quarters. The position peaked at $61K in Q1 2021. 731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

  • FourThought Financial reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • FourThought Financial sold 465 iShares Core High Dividend ETF shares in Q2 2022, an estimated $10K.
  • FourThought Financial first reported a position in iShares Core High Dividend ETF in Q4 2020 and held it in 6 quarters.
  • FourThought Financial's iShares Core High Dividend ETF position peaked at $61K in Q1 2021.
  • 731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on FourThought Financial's 13F filing for Q2 2022, filed 12 Aug 2022.