Laird Norton Wetherby Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Laird Norton Wetherby Wealth 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
2023 Q2	–	Sell	-17,245	Closed	-$351K	–	968
2023 Q1	$351K	Buy	17,245 +2,930	+20%	+$60.1K	0.02%	654
2022 Q4	$298K	Buy	+14,315	New	+$293K	0.02%	684

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MYLI

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

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's HDV Position: Q2 2023 in Review

Laird Norton Wetherby Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2023, closing a stake of 17,245 shares — an estimated $351K sold.

Laird Norton Wetherby Wealth Management first reported a position in HDV in Q4 2022 and held it in 2 quarters. The position peaked at $351K in Q1 2023. 711 funds tracked by Wall St. Rank hold HDV as of Q2 2023.

Laird Norton Wetherby Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 17,245 iShares Core High Dividend ETF shares in Q2 2023, an estimated $351K.
Laird Norton Wetherby Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's iShares Core High Dividend ETF position peaked at $351K in Q1 2023.
711 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.