All Terrain Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

All Terrain Financial Advisors’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
2020 Q2	–	Sell	-2,811	Closed	-$207K	–	115
2020 Q1	$207K	Sell	2,811 -1,187	-30%	-$113K	0.08%	121
2019 Q4	$422K	Sell	3,998 -483	-11%	-$49.8K	0.14%	90
2019 Q3	$457K	Sell	4,481 -60	-1%	-$5.98K	0.15%	85
2019 Q2	$452K	Sell	4,541 -900	-17%	-$88.8K	0.15%	85
2019 Q1	$534K	Sell	5,441 -411	-7%	-$39.4K	0.18%	72
2018 Q4	$523K	Sell	5,852 -3	-0.1%	-$287	0.21%	69
2018 Q3	$584K	Sell	5,855 -386	-6%	-$38.7K	0.24%	67
2018 Q2	$610K	Sell	6,241 -596	-9%	-$57.8K	0.27%	67
2018 Q1	$650K	Sell	6,837 -75	-1%	-$7.32K	0.3%	71
2017 Q4	$681K	Buy	+6,912	New	+$665K	0.31%	66

Other funds holding DVY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

All Terrain Financial Advisors's DVY Position: Q2 2020 in Review

All Terrain Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2020, closing a stake of 2,811 shares — an estimated $207K sold.

All Terrain Financial Advisors first reported a position in DVY in Q4 2017 and held it in 10 quarters. The position peaked at $681K in Q4 2017. 883 funds tracked by Wall St. Rank hold DVY as of Q2 2020.

All Terrain Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
All Terrain Financial Advisors sold 2,811 iShares Select Dividend ETF shares in Q2 2020, an estimated $207K.
All Terrain Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 10 quarters.
All Terrain Financial Advisors's iShares Select Dividend ETF position peaked at $681K in Q4 2017.
883 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2020.

Based on All Terrain Financial Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.