GKWIM
HDV

Gerber Kawasaki Wealth & Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-5
Closed -$1K – 624
2021
Q3 		$1K Buy
+5
New +$97 ﹤0.01% 976

Other funds holding HDV

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CH
CVS Health Woonsocket, Rhode Island $225M AUM 8.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's HDV Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2021, closing a stake of 5 shares — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in HDV in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 582 funds tracked by Wall St. Rank hold HDV as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares Core High Dividend ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5 iShares Core High Dividend ETF shares in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Core High Dividend ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares Core High Dividend ETF position peaked at $1K in Q3 2021.
  • 582 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.