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

Cahill 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
2021
Q4 		– Sell
-47
Closed -$5K – 375
2021
Q3 		$5K Buy
+47
New +$5.49K ﹤0.01% 673

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cahill Financial Advisors's DVY Position: Q4 2021 in Review

Cahill Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2021, closing a stake of 47 shares — an estimated $5K sold.

Cahill Financial Advisors first reported a position in DVY in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 1,174 funds tracked by Wall St. Rank hold DVY as of Q4 2021.

  • Cahill Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 47 iShares Select Dividend ETF shares in Q4 2021, an estimated $5K.
  • Cahill Financial Advisors first reported a position in iShares Select Dividend ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's iShares Select Dividend ETF position peaked at $5K in Q3 2021.
  • 1,174 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.