Estate Counselors’s iShares Select Dividend ETF DVY Stock Holding History

Estate Counselors’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 Q3	–	Sell	-830	Closed	-$96K	–	176
2021 Q2	$96K	Hold	830	–	–	0.01%	137
2021 Q1	$95K	Hold	830	–	–	0.01%	133
2020 Q4	$80K	Buy	+830	New	+$75.3K	0.01%	112
2020 Q3	–	Sell	-830	Closed	-$66K	–	124
2020 Q2	$66K	Buy	+830	New	+$66.3K	0.01%	132
2016 Q1	–	Sell	-8,625	Closed	-$648K	–	55
2015 Q4	$648K	Buy	8,625 +3,400	+65%	+$258K	0.26%	54
2015 Q3	$380K	Hold	5,225	–	–	0.15%	61
2015 Q2	$392K	Sell	5,225 -12,590	-71%	-$983K	0.14%	49
2015 Q1	$1.39M	Buy	17,815 +7,550	+74%	+$597K	0.49%	35
2014 Q4	$815K	Buy	10,265 +5,240	+104%	+$405K	0.29%	39
2014 Q3	$371K	Hold	5,025	–	–	0.14%	45
2014 Q2	$387K	Hold	5,025	–	–	0.15%	43
2014 Q1	$368K	Sell	5,025 -462	-8%	-$32.8K	0.15%	44
2013 Q4	$391K	Sell	5,487 -1,240	-18%	-$86.2K	0.17%	45
2013 Q3	$446K	Buy	6,727 +70	+1%	+$4.65K	0.21%	44
2013 Q2	$427K	Buy	+6,657	New	+$431K	0.22%	47

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Estate Counselors's DVY Position: Q3 2021 in Review

Estate Counselors sold out of iShares Select Dividend ETF (DVY) in Q3 2021, closing a stake of 830 shares — an estimated $96K sold.

Estate Counselors first reported a position in DVY in Q2 2013 and held it in 15 quarters. The position peaked at $1.39M in Q1 2015. 1,029 funds tracked by Wall St. Rank hold DVY as of Q3 2021.

Estate Counselors reported no remaining iShares Select Dividend ETF position as of Q3 2021 after selling out during the quarter.
Estate Counselors sold 830 iShares Select Dividend ETF shares in Q3 2021, an estimated $96K.
Estate Counselors first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 15 quarters.
Estate Counselors's iShares Select Dividend ETF position peaked at $1.39M in Q1 2015.
1,029 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2021.

Based on Estate Counselors's 13F filing for Q3 2021, filed 3 Nov 2021.