LFA
HDV

Legacy Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Legacy Financial 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
2022
Q2 		– Sell
-16,710
Closed -$357K – 236
2022
Q1 		$357K Buy
+16,710
New +$347K 0.08% 143

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Financial Advisors's HDV Position: Q2 2022 in Review

Legacy Financial Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 16,710 shares — an estimated $357K sold.

Legacy Financial Advisors first reported a position in HDV in Q1 2022 and held it in 1 quarter. The position peaked at $357K in Q1 2022. 731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

  • Legacy Financial Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 16,710 iShares Core High Dividend ETF shares in Q2 2022, an estimated $357K.
  • Legacy Financial Advisors first reported a position in iShares Core High Dividend ETF in Q1 2022 and held it in 1 quarter.
  • Legacy Financial Advisors's iShares Core High Dividend ETF position peaked at $357K in Q1 2022.
  • 731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.