Forvis Mazars Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Forvis Mazars Wealth Advisors’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 Q2	–	Sell	-2,887	Closed	-$212K	–	312
2020 Q1	$212K	Sell	2,887 -1,223	-30%	-$117K	0.02%	265
2019 Q4	$434K	Sell	4,110 -58	-1%	-$5.97K	0.03%	205
2019 Q3	$425K	Buy	4,168 +2,025	+94%	+$202K	0.03%	193
2019 Q2	$213K	Buy	+2,143	New	+$211K	0.02%	246
2014 Q3	–	Sell	-3,025	Closed	-$233K	–	141
2014 Q2	$233K	Sell	3,025 -300	-9%	-$22.4K	0.04%	128
2014 Q1	$244K	Hold	3,325	–	–	0.04%	141
2013 Q4	$237K	Hold	3,325	–	–	0.04%	141
2013 Q3	$221K	Buy	+3,325	New	+$221K	0.05%	137

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Forvis Mazars Wealth Advisors's DVY Position: Q2 2020 in Review

Forvis Mazars Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2020, closing a stake of 2,887 shares — an estimated $212K sold.

Forvis Mazars Wealth Advisors first reported a position in DVY in Q3 2013 and held it in 8 quarters. The position peaked at $434K in Q4 2019. 883 funds tracked by Wall St. Rank hold DVY as of Q2 2020.

Forvis Mazars Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,887 iShares Select Dividend ETF shares in Q2 2020, an estimated $212K.
Forvis Mazars Wealth Advisors first reported a position in iShares Select Dividend ETF in Q3 2013 and held it in 8 quarters.
Forvis Mazars Wealth Advisors's iShares Select Dividend ETF position peaked at $434K in Q4 2019.
883 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.