Karn Couzens & Associates’s iShares Core High Dividend ETF HDV Stock Holding History

Karn Couzens & 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 Q1	$692K	Buy	32,365 +1,715	+6%	+$35.6K	0.44%	34
2021 Q4	$619K	Buy	30,650 +3,660	+14%	+$71.8K	0.42%	35
2021 Q3	$509K	Buy	26,990 +3,785	+16%	+$73.2K	0.39%	36
2021 Q2	$448K	Buy	23,205 +6,350	+38%	+$123K	0.35%	40
2021 Q1	$320K	Sell	16,855 -725	-4%	-$13.2K	0.29%	53
2020 Q4	$308K	Buy	+17,580	New	+$298K	0.29%	51

Other funds holding HDV

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

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

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Karn Couzens & Associates's HDV Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares Core High Dividend ETF (HDV) stake by 5.6% in Q1 2022, buying an estimated $35.6K and bringing the position to 32,365 shares worth $692K. The position accounts for 0.44% of the portfolio, ranked #34.

Karn Couzens & Associates first reported a position in HDV in Q4 2020 and has held it in 6 quarters since. 611 funds tracked by Wall St. Rank hold HDV as of Q1 2022.

Karn Couzens & Associates held 32,365 shares of iShares Core High Dividend ETF worth $692K as of Q1 2022.
Karn Couzens & Associates bought 1,715 iShares Core High Dividend ETF shares in Q1 2022, an estimated $35.6K.
iShares Core High Dividend ETF made up 0.44% of Karn Couzens & Associates's portfolio in Q1 2022, its #34 holding.
Karn Couzens & Associates first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 6 quarters since.
611 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.