Michelson Medical Research Foundation’s iShares Core High Dividend ETF HDV Stock Holding History

Michelson Medical Research Foundation’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 Q2	–	Sell	-366,200	Closed	-$8.07M	–	29
2024 Q1	$8.07M	Hold	366,200	–	–	4.89%	9
2023 Q4	$7.47M	Hold	366,200	–	–	4.93%	8
2023 Q3	$7.24M	Hold	366,200	–	–	4.89%	9
2023 Q2	$7.38M	Hold	366,200	–	–	5.25%	10
2023 Q1	$7.45M	Sell	366,200 -290,400	-44%	-$5.96M	5.84%	8
2022 Q4	$13.7M	Buy	+656,600	New	+$13.4M	8.87%	3

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

SAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Michelson Medical Research Foundation's HDV Position: Q2 2024 in Review

Michelson Medical Research Foundation sold out of iShares Core High Dividend ETF (HDV) in Q2 2024, closing a stake of 366,200 shares — an estimated $8.07M sold.

Michelson Medical Research Foundation first reported a position in HDV in Q4 2022 and held it in 6 quarters. The position peaked at $13.7M in Q4 2022. 705 funds tracked by Wall St. Rank hold HDV as of Q2 2024.

Michelson Medical Research Foundation reported no remaining iShares Core High Dividend ETF position as of Q2 2024 after selling out during the quarter.
Michelson Medical Research Foundation sold 366,200 iShares Core High Dividend ETF shares in Q2 2024, an estimated $8.07M.
Michelson Medical Research Foundation first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 6 quarters.
Michelson Medical Research Foundation's iShares Core High Dividend ETF position peaked at $13.7M in Q4 2022.
705 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2024.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2024, filed 14 Aug 2024.