PMFA
HDV

Plante Moran Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Plante Moran Financial 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
2026
Q1 		$169K Buy
6,220
+5,470
+729% +$146K 0.01% 176
2025
Q4 		$18.2K Hold
750
– – ﹤0.01% 464
2025
Q3 		$18.4K Buy
+750
New +$18.1K ﹤0.01% 476
2025
Q1 		– Hold
0
– – – 866
2024
Q4 		– Sell
-980
Closed -$23K – 954
2024
Q3 		$23.1K Buy
+980
New +$22.4K ﹤0.01% 504
2023
Q4 		– Sell
-145
Closed -$2.87K – 864
2023
Q3 		$2.87K Buy
+145
New +$2.97K ﹤0.01% 643
2022
Q3 		– Sell
-295
Closed -$6K – 948
2022
Q2 		$6K Buy
+295
New +$6.23K ﹤0.01% 684
2021
Q4 		– Sell
-550
Closed -$10K – 1046
2021
Q3 		$10K Buy
+550
New +$10.6K ﹤0.01% 691
2019
Q1 		– Sell
-14,840
Closed -$250K – 848
2018
Q4 		$250K Buy
+14,840
New +$264K 0.09% 119
2017
Q1 		– Sell
-4,335
Closed -$71K – 936
2016
Q4 		$71K Buy
+4,335
New +$69.8K 0.04% 267

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return