MW
HDV

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

Milestone 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
2022
Q3 		$4K Sell
215
-50
-19% -$1.01K ﹤0.01% 207
2022
Q2 		$5K Hold
265
– – 0.01% 195
2022
Q1 		$5K Hold
265
– – ﹤0.01% 233
2021
Q4 		$5K Buy
+265
New +$5.2K ﹤0.01% 233

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Milestone Wealth's HDV Position: Q3 2022 in Review

Milestone Wealth reduced its iShares Core High Dividend ETF (HDV) stake by 19% in Q3 2022, selling an estimated $1.01K and leaving 215 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Milestone Wealth first reported a position in HDV in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q2 2022. 707 funds tracked by Wall St. Rank hold HDV as of Q3 2022.

  • Milestone Wealth held 215 shares of iShares Core High Dividend ETF worth $4K as of Q3 2022.
  • Milestone Wealth sold 50 iShares Core High Dividend ETF shares in Q3 2022, an estimated $1.01K.
  • iShares Core High Dividend ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #207 holding.
  • Milestone Wealth first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares Core High Dividend ETF position peaked at $5K in Q2 2022.
  • 707 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.