FourThought Financial’s iShares Select Dividend ETF DVY Stock Holding History

FourThought Financial’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	$45K	Hold	416	–	–	0.01%	640
2022 Q2	$49K	Hold	416	–	–	0.01%	613
2022 Q1	$53K	Hold	416	–	–	0.01%	646
2021 Q4	$51K	Hold	416	–	–	0.01%	656
2021 Q3	$47K	Hold	416	–	–	0.01%	707
2021 Q2	$48K	Hold	416	–	–	0.01%	717
2021 Q1	$47K	Hold	416	–	–	0.01%	701
2020 Q4	$40K	Buy	+416	New	+$37.8K	0.01%	715

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 $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

FourThought Financial's DVY Position: Q3 2022 in Review

FourThought Financial held its iShares Select Dividend ETF (DVY) position steady in Q3 2022 at 416 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #640.

FourThought Financial first reported a position in DVY in Q4 2020 and has held it in 8 quarters since. The position peaked at $53K in Q1 2022. 1,139 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

FourThought Financial held 416 shares of iShares Select Dividend ETF worth $45K as of Q3 2022.
FourThought Financial left its iShares Select Dividend ETF share count unchanged in Q3 2022.
iShares Select Dividend ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #640 holding.
FourThought Financial first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Select Dividend ETF position peaked at $53K in Q1 2022.
1,139 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.