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BW Gestao de Investimentos’s iShares Select Dividend ETF DVY Stock Holding History

BW Gestao de Investimentos’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
2024
Q4 		– Sell
-79,945
Closed -$10.8M – 138
2024
Q3 		$10.8M Buy
+79,945
New +$10.3M 0.76% 33

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BW Gestao de Investimentos's DVY Position: Q4 2024 in Review

BW Gestao de Investimentos sold out of iShares Select Dividend ETF (DVY) in Q4 2024, closing a stake of 79,945 shares — an estimated $10.8M sold.

BW Gestao de Investimentos first reported a position in DVY in Q3 2024 and held it in 1 quarter. The position peaked at $10.8M in Q3 2024. 1,329 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

  • BW Gestao de Investimentos reported no remaining iShares Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • BW Gestao de Investimentos sold 79,945 iShares Select Dividend ETF shares in Q4 2024, an estimated $10.8M.
  • BW Gestao de Investimentos first reported a position in iShares Select Dividend ETF in Q3 2024 and held it in 1 quarter.
  • BW Gestao de Investimentos's iShares Select Dividend ETF position peaked at $10.8M in Q3 2024.
  • 1,329 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on BW Gestao de Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.