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

Minot Wealth Management’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 Q2	$221K	Hold	10,985	–	–	0.06%	167
2022 Q1	$235K	Sell	10,985 -1,550	-12%	-$32.2K	0.05%	178
2021 Q4	$253K	Buy	12,535 +1,750	+16%	+$34.3K	0.05%	167
2021 Q3	$203K	Hold	10,785	–	–	0.04%	196
2021 Q2	$209K	Hold	10,785	–	–	0.05%	189
2021 Q1	$205K	Sell	10,785 -2,795	-21%	-$51K	0.05%	186
2020 Q4	$238K	Hold	13,580	–	–	0.07%	139
2020 Q3	$219K	Hold	13,580	–	–	0.08%	127
2020 Q2	$220K	Buy	+13,580	New	+$219K	0.11%	104

Other funds holding HDV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Minot Wealth Management's HDV Position: Q2 2022 in Review

Minot Wealth Management held its iShares Core High Dividend ETF (HDV) position steady in Q2 2022 at 10,985 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #167.

Minot Wealth Management first reported a position in HDV in Q2 2020 and has held it in 9 quarters since. The position peaked at $253K in Q4 2021. 732 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

Minot Wealth Management held 10,985 shares of iShares Core High Dividend ETF worth $221K as of Q2 2022.
Minot Wealth Management left its iShares Core High Dividend ETF share count unchanged in Q2 2022.
iShares Core High Dividend ETF made up 0.06% of Minot Wealth Management's portfolio in Q2 2022, its #167 holding.
Minot Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2020 and has held it in 9 quarters since.
Minot Wealth Management's iShares Core High Dividend ETF position peaked at $253K in Q4 2021.
732 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.