CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DIVB Stock Details DIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,718
Closed -$62K – 2560
2022
Q2 		$62K Buy
+1,718
New +$67.1K ﹤0.01% 2573

Other funds holding DIVB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return

CAPTRUST Financial Advisors's DIVB Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of iShares Core Dividend ETF (DIVB) in Q3 2022, closing a stake of 1,718 shares — an estimated $62K sold.

CAPTRUST Financial Advisors first reported a position in DIVB in Q2 2022 and held it in 1 quarter. The position peaked at $62K in Q2 2022. 56 funds tracked by Wall St. Rank hold DIVB as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining iShares Core Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,718 iShares Core Dividend ETF shares in Q3 2022, an estimated $62K.
  • CAPTRUST Financial Advisors first reported a position in iShares Core Dividend ETF in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's iShares Core Dividend ETF position peaked at $62K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.