W.H. Cornerstone Investments’s iShares Core High Dividend ETF HDV Stock Holding History

W.H. Cornerstone Investments’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 Q1	–	Sell	-19,065	Closed	-$407K	–	135
2022 Q4	$407K	Sell	19,065 -3,360	-15%	-$68.8K	0.39%	69
2022 Q3	$421K	Buy	+22,425	New	+$453K	0.44%	66

Other funds holding HDV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

W.H. Cornerstone Investments's HDV Position: Q1 2023 in Review

W.H. Cornerstone Investments sold out of iShares Core High Dividend ETF (HDV) in Q1 2023, closing a stake of 19,065 shares — an estimated $407K sold.

W.H. Cornerstone Investments first reported a position in HDV in Q3 2022 and held it in 2 quarters. The position peaked at $421K in Q3 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

W.H. Cornerstone Investments reported no remaining iShares Core High Dividend ETF position as of Q1 2023 after selling out during the quarter.
W.H. Cornerstone Investments sold 19,065 iShares Core High Dividend ETF shares in Q1 2023, an estimated $407K.
W.H. Cornerstone Investments first reported a position in iShares Core High Dividend ETF in Q3 2022 and held it in 2 quarters.
W.H. Cornerstone Investments's iShares Core High Dividend ETF position peaked at $421K in Q3 2022.
715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2023, filed 17 Apr 2023.