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
2026 Q2	$30.3K	Buy	+1,105	New	+$30.1K	0.02%	190
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s HDV Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 1,105 shares worth $30.3K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings. This is a return to the name: Lugano Financial Advisors SA (LFA) previously reported a position in HDV as recently as Q3 2020.

Lugano Financial Advisors SA (LFA) first reported a position in HDV in Q2 2018 and has held it in 10 quarters since. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,105 shares of iShares Core High Dividend ETF worth $30.3K as of Q2 2026.
iShares Core High Dividend ETF was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
iShares Core High Dividend ETF made up 0.02% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #190 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Core High Dividend ETF in Q2 2018 and has held it in 10 quarters since.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.