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

TPG 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
2023 Q4	$367K	Buy	+17,625	New	+$347K	0.19%	50

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 $2.78B AUM 32.11% 1-Year Est. Return

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

TPG Financial Advisors's HDV Position: Q4 2023 in Review

TPG Financial Advisors opened a new position in iShares Core High Dividend ETF (HDV) in Q4 2023: 17,625 shares worth $367K. The stake represents 0.19% of the portfolio and ranks #50 among its holdings.

721 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

TPG Financial Advisors held 17,625 shares of iShares Core High Dividend ETF worth $367K as of Q4 2023.
iShares Core High Dividend ETF was a new TPG Financial Advisors position in Q4 2023.
iShares Core High Dividend ETF made up 0.19% of TPG Financial Advisors's portfolio in Q4 2023, its #50 holding.
721 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on TPG Financial Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.