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

Pacific Capital 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
2023 Q4	–	Sell	-15,890	Closed	-$314K	–	346
2023 Q3	$314K	Hold	15,890	–	–	0.09%	55
2023 Q2	$320K	Hold	15,890	–	–	0.08%	53
2023 Q1	$323K	Hold	15,890	–	–	0.08%	63
2022 Q4	$331K	Buy	+15,890	New	+$325K	0.09%	67

Other funds holding HDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Pacific Capital Wealth Advisors's HDV Position: Q4 2023 in Review

Pacific Capital Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2023, closing a stake of 15,890 shares — an estimated $314K sold.

Pacific Capital Wealth Advisors first reported a position in HDV in Q4 2022 and held it in 4 quarters. The position peaked at $331K in Q4 2022. 721 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

Pacific Capital Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2023 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 15,890 iShares Core High Dividend ETF shares in Q4 2023, an estimated $314K.
Pacific Capital Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 4 quarters.
Pacific Capital Wealth Advisors's iShares Core High Dividend ETF position peaked at $331K in Q4 2022.
721 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.