Cumberland Partners’s iShares Select Dividend ETF DVY Stock Holding History

Cumberland Partners’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
2022 Q3	–	Sell	-4,490	Closed	-$528K	–	155
2022 Q2	$528K	Hold	4,490	–	–	0.05%	134
2022 Q1	$575K	Sell	4,490 -6,970	-61%	-$871K	0.04%	141
2021 Q4	$1.41M	Buy	11,460 +3,300	+40%	+$393K	0.1%	114
2021 Q3	$936K	Buy	8,160 +170	+2%	+$19.9K	0.08%	128
2021 Q2	$932K	Buy	7,990 +2,100	+36%	+$250K	0.07%	126
2021 Q1	$672K	Buy	5,890 +3,300	+127%	+$349K	0.06%	141
2020 Q4	$249K	Sell	2,590 -5,100	-66%	-$463K	0.02%	154
2020 Q3	$627K	Buy	+7,690	New	+$641K	0.07%	120

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cumberland Partners's DVY Position: Q3 2022 in Review

Cumberland Partners sold out of iShares Select Dividend ETF (DVY) in Q3 2022, closing a stake of 4,490 shares — an estimated $528K sold.

Cumberland Partners first reported a position in DVY in Q3 2020 and held it in 8 quarters. The position peaked at $1.41M in Q4 2021. 1,138 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

Cumberland Partners reported no remaining iShares Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
Cumberland Partners sold 4,490 iShares Select Dividend ETF shares in Q3 2022, an estimated $528K.
Cumberland Partners first reported a position in iShares Select Dividend ETF in Q3 2020 and held it in 8 quarters.
Cumberland Partners's iShares Select Dividend ETF position peaked at $1.41M in Q4 2021.
1,138 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Cumberland Partners's 13F filing for Q3 2022, filed 14 Nov 2022.