KCM Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

KCM Investment Advisors’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 Q4	–	Sell	-22,875	Closed	-$452K	–	371
2023 Q3	$452K	Hold	22,875	–	–	0.02%	258
2023 Q2	$461K	Hold	22,875	–	–	0.02%	267
2023 Q1	$465K	Hold	22,875	–	–	0.02%	278
2022 Q4	$477K	Sell	22,875 -3,875	-14%	-$79.3K	0.02%	271
2022 Q3	$488K	Buy	26,750 +8,125	+44%	+$164K	0.02%	250
2022 Q2	$374K	Buy	+18,625	New	+$393K	0.02%	294

Other funds holding HDV

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

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

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

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

SAM

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

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

KCM Investment Advisors's HDV Position: Q4 2023 in Review

KCM Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2023, closing a stake of 22,875 shares — an estimated $452K sold.

KCM Investment Advisors first reported a position in HDV in Q2 2022 and held it in 6 quarters. The position peaked at $488K in Q3 2022. 721 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

KCM Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2023 after selling out during the quarter.
KCM Investment Advisors sold 22,875 iShares Core High Dividend ETF shares in Q4 2023, an estimated $452K.
KCM Investment Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 6 quarters.
KCM Investment Advisors's iShares Core High Dividend ETF position peaked at $488K in Q3 2022.
721 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on KCM Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.