SFA
HDV

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

Stewardship 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
2021
Q1 		$9K Hold
500
– – ﹤0.01% 81
2020
Q4 		$9K Hold
500
– – ﹤0.01% 85
2020
Q3 		$8K Buy
+500
New +$8.32K ﹤0.01% 71

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stewardship Financial Advisors's HDV Position: Q1 2021 in Review

Stewardship Financial Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q1 2021 at 500 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #81.

Stewardship Financial Advisors first reported a position in HDV in Q3 2020 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold HDV as of Q1 2021.

  • Stewardship Financial Advisors held 500 shares of iShares Core High Dividend ETF worth $9K as of Q1 2021.
  • Stewardship Financial Advisors left its iShares Core High Dividend ETF share count unchanged in Q1 2021.
  • iShares Core High Dividend ETF made up ﹤0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #81 holding.
  • Stewardship Financial Advisors first reported a position in iShares Core High Dividend ETF in Q3 2020 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.