Destiny Wealth Partners’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

Destiny Wealth Partners’s Portfolio DVYA Stock Details DVYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-424	Closed	-$14.3K	–	302
2022 Q4	$14.3K	Hold	424	–	–	﹤0.01%	440
2022 Q3	$12K	Sell	424 -818	-66%	-$27.2K	﹤0.01%	406
2022 Q2	$41K	Hold	1,242	–	–	0.01%	296
2022 Q1	$47K	Hold	1,242	–	–	0.01%	317
2021 Q4	$46K	Buy	+1,242	New	+$46.6K	0.01%	327

Other funds holding DVYA

OPA

Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Destiny Wealth Partners's DVYA Position: Q1 2023 in Review

Destiny Wealth Partners sold out of iShares Asia/Pacific Dividend ETF (DVYA) in Q1 2023, closing a stake of 424 shares — an estimated $14.3K sold.

Destiny Wealth Partners first reported a position in DVYA in Q4 2021 and held it in 5 quarters. The position peaked at $47K in Q1 2022. 25 funds tracked by Wall St. Rank hold DVYA as of Q1 2023.

Destiny Wealth Partners reported no remaining iShares Asia/Pacific Dividend ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 424 iShares Asia/Pacific Dividend ETF shares in Q1 2023, an estimated $14.3K.
Destiny Wealth Partners first reported a position in iShares Asia/Pacific Dividend ETF in Q4 2021 and held it in 5 quarters.
Destiny Wealth Partners's iShares Asia/Pacific Dividend ETF position peaked at $47K in Q1 2022.
25 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.