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

Freedman Financial Associates’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	-13,250	Closed	-$285K	–	171
2022 Q1	$285K	Hold	13,250	–	–	0.2%	56
2021 Q4	$268K	Hold	13,250	–	–	0.18%	57
2021 Q3	$250K	Hold	13,250	–	–	0.18%	53
2021 Q2	$256K	Hold	13,250	–	–	0.19%	50
2021 Q1	$251K	Hold	13,250	–	–	0.21%	47
2020 Q4	$232K	Buy	+13,250	New	+$224K	0.21%	49

Other funds holding HDV

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Freedman Financial Associates's HDV Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 13,250 shares — an estimated $285K sold.

Freedman Financial Associates first reported a position in HDV in Q4 2020 and held it in 6 quarters. The position peaked at $285K in Q1 2022. 731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 13,250 iShares Core High Dividend ETF shares in Q2 2022, an estimated $285K.
Freedman Financial Associates first reported a position in iShares Core High Dividend ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Core High Dividend ETF position peaked at $285K in Q1 2022.
731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.