OWA
HDV

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

One Wealth Advisors’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 		– Sell
-231,675
Closed -$4.65M – 182
2022
Q2 		$4.65M Buy
+231,675
New +$4.89M 1.25% 24

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

One Wealth Advisors's HDV Position: Q3 2022 in Review

One Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2022, closing a stake of 231,675 shares — an estimated $4.65M sold.

One Wealth Advisors first reported a position in HDV in Q2 2022 and held it in 1 quarter. The position peaked at $4.65M in Q2 2022. 707 funds tracked by Wall St. Rank hold HDV as of Q3 2022.

  • One Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • One Wealth Advisors sold 231,675 iShares Core High Dividend ETF shares in Q3 2022, an estimated $4.65M.
  • One Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 1 quarter.
  • One Wealth Advisors's iShares Core High Dividend ETF position peaked at $4.65M in Q2 2022.
  • 707 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.

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