Pointe Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History

Pointe Capital 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
2023 Q2	–	Sell	-700	Closed	-$14.2K	–	256
2023 Q1	$14.2K	Buy	+700	New	+$14.4K	0.01%	294

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Pointe Capital Management's HDV Position: Q2 2023 in Review

Pointe Capital Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2023, closing a stake of 700 shares — an estimated $14.2K sold.

Pointe Capital Management first reported a position in HDV in Q1 2023 and held it in 1 quarter. The position peaked at $14.2K in Q1 2023. 713 funds tracked by Wall St. Rank hold HDV as of Q2 2023.

Pointe Capital Management reported no remaining iShares Core High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Pointe Capital Management sold 700 iShares Core High Dividend ETF shares in Q2 2023, an estimated $14.2K.
Pointe Capital Management first reported a position in iShares Core High Dividend ETF in Q1 2023 and held it in 1 quarter.
Pointe Capital Management's iShares Core High Dividend ETF position peaked at $14.2K in Q1 2023.
713 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.