Lugano Financial Advisors SA (LFA)’s iShares Select Dividend ETF DVY Stock Holding History

Lugano Financial Advisors SA (LFA)’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	–	Sell	-100	Closed	-$11K	–	121
2022 Q2	$11K	Buy	+100	New	+$12.5K	0.01%	115
2020 Q4	–	Sell	-331	Closed	-$28K	–	107
2020 Q3	$28K	Sell	331 -8,133	-96%	-$678K	0.03%	95
2020 Q2	$695K	Hold	8,464	–	–	0.73%	28
2020 Q1	$878K	Hold	8,464	–	–	0.79%	30
2019 Q4	$894K	Buy	+8,464	New	+$872K	0.65%	31
2019 Q2	$843K	Buy	8,464 +8,133	+2,457%	+$802K	0.52%	28
2019 Q1	$32K	Hold	331	–	–	0.02%	112
2018 Q4	$33K	Hold	331	–	–	0.02%	141
2018 Q3	$33K	Hold	331	–	–	0.02%	141
2018 Q2	$32K	Buy	+331	New	+$32.1K	0.03%	110

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 $74.2B AUM 21.09% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s DVY Position: Q3 2022 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares Select Dividend ETF (DVY) in Q3 2022, closing a stake of 100 shares — an estimated $11K sold.

Lugano Financial Advisors SA (LFA) first reported a position in DVY in Q2 2018 and held it in 10 quarters. The position peaked at $894K in Q4 2019. 1,138 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

Lugano Financial Advisors SA (LFA) reported no remaining iShares Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 100 iShares Select Dividend ETF shares in Q3 2022, an estimated $11K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Select Dividend ETF in Q2 2018 and held it in 10 quarters.
Lugano Financial Advisors SA (LFA)'s iShares Select Dividend ETF position peaked at $894K in Q4 2019.
1,138 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2022, filed 8 Nov 2022.