TRUADVICE’s iShares Core High Dividend ETF HDV Stock Holding History

TRUADVICE’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
2022 Q3	–	Sell	-31,290	Closed	-$637K	–	146
2022 Q2	$637K	Buy	+31,290	New	+$661K	0.34%	57

Other funds holding HDV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

TRUADVICE's HDV Position: Q3 2022 in Review

TRUADVICE sold out of iShares Core High Dividend ETF (HDV) in Q3 2022, closing a stake of 31,290 shares — an estimated $637K sold.

TRUADVICE first reported a position in HDV in Q2 2022 and held it in 1 quarter. The position peaked at $637K in Q2 2022. 706 funds tracked by Wall St. Rank hold HDV as of Q3 2022.

TRUADVICE reported no remaining iShares Core High Dividend ETF position as of Q3 2022 after selling out during the quarter.
TRUADVICE sold 31,290 iShares Core High Dividend ETF shares in Q3 2022, an estimated $637K.
TRUADVICE first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 1 quarter.
TRUADVICE's iShares Core High Dividend ETF position peaked at $637K in Q2 2022.
706 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.

Based on TRUADVICE's 13F filing for Q3 2022, filed 7 Nov 2022.