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

Nauset 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 Q1	$86K	Buy	+4,000	New	+$83K	0.07%	90

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

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

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

SAM

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Nauset Wealth Management's HDV Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in iShares Core High Dividend ETF (HDV) in Q1 2022: 4,000 shares worth $86K. The stake represents 0.07% of the portfolio and ranks #90 among its holdings.

611 funds tracked by Wall St. Rank hold HDV as of Q1 2022.

Nauset Wealth Management held 4,000 shares of iShares Core High Dividend ETF worth $86K as of Q1 2022.
iShares Core High Dividend ETF was a new Nauset Wealth Management position in Q1 2022.
iShares Core High Dividend ETF made up 0.07% of Nauset Wealth Management's portfolio in Q1 2022, its #90 holding.
611 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.