KWA
HDV

Kingswood Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Kingswood Wealth 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
2026
Q1 		$2.15M Sell
79,075
-530
-0.7% -$14.1K 0.1% 224
2025
Q4 		$1.94M Sell
79,605
-2,865
-3% -$69.7K 0.09% 217
2025
Q3 		$2.02M Buy
82,470
+60,630
+278% +$1.47M 0.12% 180
2025
Q2 		$512K Sell
21,840
-645
-3% -$14.9K 0.04% 405
2025
Q1 		$544K Sell
22,485
-4,525
-17% -$106K 0.05% 369
2024
Q4 		$606K Sell
27,010
-47,820
-64% -$1.12M 0.05% 389
2024
Q3 		$1.76M Buy
74,830
+53,790
+256% +$1.23M 0.13% 185
2024
Q2 		$457K Sell
21,040
-990
-4% -$21.6K 0.04% 413
2024
Q1 		$486K Sell
22,030
-1,965
-8% -$41.3K 0.06% 356
2023
Q4 		$489K Buy
23,995
+1,560
+7% +$30.7K 0.06% 348
2023
Q3 		$444K Buy
+22,435
New +$459K 0.08% 270

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return