GWSA
HDV

Global Wealth Strategies & Associates’s iShares Core High Dividend ETF HDV Stock Holding History

Global Wealth Strategies & 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
2023
Q1 		– Sell
-295
Closed -$6.15K – 373
2022
Q4 		$6.15K Buy
+295
New +$6.04K ﹤0.01% 198

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Wealth Strategies & Associates's HDV Position: Q1 2023 in Review

Global Wealth Strategies & Associates sold out of iShares Core High Dividend ETF (HDV) in Q1 2023, closing a stake of 295 shares — an estimated $6.15K sold.

Global Wealth Strategies & Associates first reported a position in HDV in Q4 2022 and held it in 1 quarter. The position peaked at $6.15K in Q4 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

  • Global Wealth Strategies & Associates reported no remaining iShares Core High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 295 iShares Core High Dividend ETF shares in Q1 2023, an estimated $6.15K.
  • Global Wealth Strategies & Associates first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's iShares Core High Dividend ETF position peaked at $6.15K in Q4 2022.
  • 715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2023, filed 3 Apr 2023.