W
HDV

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

WealthShield’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
2017
Q4 		$54K Buy
+2,985
New +$52.2K 0.03% 153

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WealthShield's HDV Position: Q4 2017 in Review

WealthShield opened a new position in iShares Core High Dividend ETF (HDV) in Q4 2017: 2,985 shares worth $54K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings.

389 funds tracked by Wall St. Rank hold HDV as of Q4 2017.

  • WealthShield held 2,985 shares of iShares Core High Dividend ETF worth $54K as of Q4 2017.
  • iShares Core High Dividend ETF was a new WealthShield position in Q4 2017.
  • iShares Core High Dividend ETF made up 0.03% of WealthShield's portfolio in Q4 2017, its #153 holding.
  • 389 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.