Lugano Financial Advisors SA (LFA)’s iShares Core High Dividend ETF HDV Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2020 Q4	–	Sell	-950	Closed	-$16K	–	112
2020 Q3	$16K	Hold	950	–	–	0.01%	104
2020 Q2	$16K	Hold	950	–	–	0.02%	107
2020 Q1	$18K	Hold	950	–	–	0.02%	116
2019 Q4	$19K	Buy	+950	New	+$18.1K	0.01%	126
2019 Q2	$18K	Hold	950	–	–	0.01%	125
2019 Q1	$17K	Hold	950	–	–	0.01%	120
2018 Q4	$17K	Hold	950	–	–	0.01%	150
2018 Q3	$17K	Hold	950	–	–	0.01%	150
2018 Q2	$16K	Buy	+950	New	+$16.2K	0.02%	122

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s HDV Position: Q4 2020 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares Core High Dividend ETF (HDV) in Q4 2020, closing a stake of 950 shares — an estimated $16K sold.

Lugano Financial Advisors SA (LFA) first reported a position in HDV in Q2 2018 and held it in 9 quarters. The position peaked at $19K in Q4 2019. 506 funds tracked by Wall St. Rank hold HDV as of Q4 2020.

Lugano Financial Advisors SA (LFA) reported no remaining iShares Core High Dividend ETF position as of Q4 2020 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 950 iShares Core High Dividend ETF shares in Q4 2020, an estimated $16K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Core High Dividend ETF in Q2 2018 and held it in 9 quarters.
Lugano Financial Advisors SA (LFA)'s iShares Core High Dividend ETF position peaked at $19K in Q4 2019.
506 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2020.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2020, filed 25 Jan 2021.