Aevitas Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Aevitas Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-382	Closed	-$37K	–	163
2019 Q1	$37K	Buy	382 +3	+0.8%	+$287	0.03%	206
2018 Q4	$34K	Sell	379 -39	-9%	-$3.73K	0.03%	208
2018 Q3	$42K	Buy	418 +3	+0.7%	+$301	0.04%	214
2018 Q2	$41K	Hold	415	–	–	0.04%	215
2018 Q1	$39K	Buy	415 +3	+0.7%	+$293	0.04%	198
2017 Q4	$41K	Buy	+412	New	+$39.6K	0.04%	198

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Aevitas Wealth Management's DVY Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2019, closing a stake of 382 shares — an estimated $37K sold.

Aevitas Wealth Management first reported a position in DVY in Q4 2017 and held it in 6 quarters. The position peaked at $42K in Q3 2018. 900 funds tracked by Wall St. Rank hold DVY as of Q2 2019.

Aevitas Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 382 iShares Select Dividend ETF shares in Q2 2019, an estimated $37K.
Aevitas Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's iShares Select Dividend ETF position peaked at $42K in Q3 2018.
900 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.