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

Outlook 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
2021 Q4	–	Sell	-78,960	Closed	-$1.49M	–	215
2021 Q3	$1.49M	Buy	+78,960	New	+$1.53M	0.49%	52

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

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

CVS Health Woonsocket, Rhode Island $225M AUM 8.77% 1-Year Est. Return

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

Outlook Wealth Advisors's HDV Position: Q4 2021 in Review

Outlook Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2021, closing a stake of 78,960 shares — an estimated $1.49M sold.

Outlook Wealth Advisors first reported a position in HDV in Q3 2021 and held it in 1 quarter. The position peaked at $1.49M in Q3 2021. 582 funds tracked by Wall St. Rank hold HDV as of Q4 2021.

Outlook Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 78,960 iShares Core High Dividend ETF shares in Q4 2021, an estimated $1.49M.
Outlook Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q3 2021 and held it in 1 quarter.
Outlook Wealth Advisors's iShares Core High Dividend ETF position peaked at $1.49M in Q3 2021.
582 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2021.

Based on Outlook Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.