Gallagher Benefit Services’s iShares Core High Dividend ETF HDV Stock Holding History

Gallagher Benefit 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
2022 Q4	$10.6M	Buy	+509,590	New	+$10.4M	2.23%	16

Other funds holding HDV

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Gallagher Benefit Services's HDV Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares Core High Dividend ETF (HDV) in Q4 2022: 509,590 shares worth $10.6M. The stake represents 2.23% of the portfolio and ranks #16 among its holdings.

750 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

Gallagher Benefit Services held 509,590 shares of iShares Core High Dividend ETF worth $10.6M as of Q4 2022.
iShares Core High Dividend ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares Core High Dividend ETF made up 2.23% of Gallagher Benefit Services's portfolio in Q4 2022, its #16 holding.
750 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.