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Ishares High Dividend Equity F shares owned by Epstein & White Financial

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Epstein & White Financial from 13F filings

Historical chart of Epstein & White Financial investment in Ishares High Dividend Equity F

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Epstein & White Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Epstein & White Financial

Quarter filed Position value Share count Share price at filing
2021-06-30 $227k 2.4k 95.98
2021-03-31 $232k 2.5k 94.58
2020-12-31 $243k 2.8k 87.13
2020-09-30 $235k 2.9k 80.56
2020-06-30 $259k 3.2k 81.37

More positions owned by Epstein & White Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)

View all positions for Epstein & White Financial

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
Meiji Yasuda Life Insurance Company
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Clark Capital Management Group
Advantus Capital Management
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding Ishares High Dividend Equity F