MW
HDV

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

Maia Wealth’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
2024
Q3 		– Sell
-9,080
Closed -$200K – 280
2024
Q2 		$200K Buy
+9,080
New +$198K 0.06% 219

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Maia Wealth's HDV Position: Q3 2024 in Review

Maia Wealth sold out of iShares Core High Dividend ETF (HDV) in Q3 2024, closing a stake of 9,080 shares — an estimated $200K sold.

Maia Wealth first reported a position in HDV in Q2 2024 and held it in 1 quarter. The position peaked at $200K in Q2 2024. 737 funds tracked by Wall St. Rank hold HDV as of Q3 2024.

  • Maia Wealth reported no remaining iShares Core High Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Maia Wealth sold 9,080 iShares Core High Dividend ETF shares in Q3 2024, an estimated $200K.
  • Maia Wealth first reported a position in iShares Core High Dividend ETF in Q2 2024 and held it in 1 quarter.
  • Maia Wealth's iShares Core High Dividend ETF position peaked at $200K in Q2 2024.
  • 737 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2024.

Based on Maia Wealth's 13F filing for Q3 2024, filed 30 Oct 2024.