MA Private Wealth’s iShares Select Dividend ETF DVY Stock Holding History

MA Private Wealth’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 Q1	–	Sell	-2,054	Closed	-$252K	–	88
2021 Q4	$252K	Buy	+2,054	New	+$245K	0.05%	84

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

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 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

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

MA Private Wealth's DVY Position: Q1 2022 in Review

MA Private Wealth sold out of iShares Select Dividend ETF (DVY) in Q1 2022, closing a stake of 2,054 shares — an estimated $252K sold.

MA Private Wealth first reported a position in DVY in Q4 2021 and held it in 1 quarter. The position peaked at $252K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

MA Private Wealth reported no remaining iShares Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
MA Private Wealth sold 2,054 iShares Select Dividend ETF shares in Q1 2022, an estimated $252K.
MA Private Wealth first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 1 quarter.
MA Private Wealth's iShares Select Dividend ETF position peaked at $252K in Q4 2021.
1,187 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on MA Private Wealth's 13F filing for Q1 2022, filed 4 May 2022.