Clear Perspectives Financial Planning’s iShares Select Dividend ETF DVY Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$6.51M	Sell	55,540 -31,894	-36%	-$3.86M	3.65%	12
2022 Q4	$10.5M	Buy	87,434 +2,289	+3%	+$271K	5.6%	6
2022 Q3	$9.13M	Sell	85,145 -14,695	-15%	-$1.76M	4.48%	7
2022 Q2	$11.7M	Buy	+99,840	New	+$12.5M	4.58%	9

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Clear Perspectives Financial Planning's DVY Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares Select Dividend ETF (DVY) stake by 36% in Q1 2023, selling an estimated $3.86M and leaving 55,540 shares worth $6.51M. The position accounts for 3.65% of the portfolio, ranked #12.

Clear Perspectives Financial Planning first reported a position in DVY in Q2 2022 and has held it in 4 quarters since. The position peaked at $11.7M in Q2 2022. 1,200 funds tracked by Wall St. Rank hold DVY as of Q1 2023.

Clear Perspectives Financial Planning held 55,540 shares of iShares Select Dividend ETF worth $6.51M as of Q1 2023.
Clear Perspectives Financial Planning sold 31,894 iShares Select Dividend ETF shares in Q1 2023, an estimated $3.86M.
iShares Select Dividend ETF made up 3.65% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #12 holding.
Clear Perspectives Financial Planning first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 4 quarters since.
Clear Perspectives Financial Planning's iShares Select Dividend ETF position peaked at $11.7M in Q2 2022.
1,200 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.