Evensky & Katz’s iShares Select Dividend ETF DVY Stock Holding History

Evensky & Katz’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
2020 Q3	–	Sell	-399	Closed	-$32K	–	83
2020 Q2	$32K	Buy	399 +115	+40%	+$9.19K	﹤0.01%	75
2020 Q1	$21K	Buy	+284	New	+$27.1K	﹤0.01%	89
2019 Q4	–	Sell	-284	Closed	-$29K	–	101
2019 Q3	$29K	Sell	284 -40	-12%	-$3.99K	﹤0.01%	98
2019 Q2	$32K	Sell	324 -2,146	-87%	-$212K	﹤0.01%	97
2019 Q1	$242K	Buy	+2,470	New	+$237K	0.03%	75

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Evensky & Katz's DVY Position: Q3 2020 in Review

Evensky & Katz sold out of iShares Select Dividend ETF (DVY) in Q3 2020, closing a stake of 399 shares — an estimated $32K sold.

Evensky & Katz first reported a position in DVY in Q1 2019 and held it in 5 quarters. The position peaked at $242K in Q1 2019. 858 funds tracked by Wall St. Rank hold DVY as of Q3 2020.

Evensky & Katz reported no remaining iShares Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
Evensky & Katz sold 399 iShares Select Dividend ETF shares in Q3 2020, an estimated $32K.
Evensky & Katz first reported a position in iShares Select Dividend ETF in Q1 2019 and held it in 5 quarters.
Evensky & Katz's iShares Select Dividend ETF position peaked at $242K in Q1 2019.
858 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2020.

Based on Evensky & Katz's 13F filing for Q3 2020, filed 21 Oct 2020.