Moseley Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Moseley Investment Management’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
2024 Q2	–	Sell	-1,739	Closed	-$214K	–	150
2024 Q1	$214K	Hold	1,739	–	–	0.11%	135
2023 Q4	$204K	Sell	1,739 -700	-29%	-$77K	0.11%	143
2023 Q3	$263K	Hold	2,439	–	–	0.16%	123
2023 Q2	$276K	Hold	2,439	–	–	0.16%	115
2023 Q1	$286K	Hold	2,439	–	–	0.19%	108
2022 Q4	$294K	Hold	2,439	–	–	0.21%	109
2022 Q3	$262K	Hold	2,439	–	–	0.19%	111
2022 Q2	$287K	Hold	2,439	–	–	0.2%	117
2022 Q1	$313K	Hold	2,439	–	–	0.17%	131
2021 Q4	$299K	Hold	2,439	–	–	0.14%	145
2021 Q3	$284K	Hold	2,439	–	–	0.14%	141
2021 Q2	$284K	Hold	2,439	–	–	0.14%	145
2021 Q1	$278K	Sell	2,439 -48	-2%	-$5.07K	0.15%	134
2020 Q4	$239K	Hold	2,487	–	–	0.14%	136
2020 Q3	$203K	Hold	2,487	–	–	0.14%	132
2020 Q2	$201K	Sell	2,487 -792	-24%	-$63.3K	0.17%	126
2020 Q1	$241K	Sell	3,279 -303	-8%	-$29K	0.28%	98
2019 Q4	$378K	Sell	3,582 -83	-2%	-$8.55K	0.37%	80
2019 Q3	$374K	Sell	3,665 -192	-5%	-$19.1K	0.39%	76
2019 Q2	$384K	Buy	3,857 +1	+0%	+$99	0.36%	79
2019 Q1	$379K	Buy	+3,856	New	+$369K	0.39%	69

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moseley Investment Management's DVY Position: Q2 2024 in Review

Moseley Investment Management sold out of iShares Select Dividend ETF (DVY) in Q2 2024, closing a stake of 1,739 shares — an estimated $214K sold.

Moseley Investment Management first reported a position in DVY in Q1 2019 and held it in 21 quarters. The position peaked at $384K in Q2 2019. 1,215 funds tracked by Wall St. Rank hold DVY as of Q2 2024.

Moseley Investment Management reported no remaining iShares Select Dividend ETF position as of Q2 2024 after selling out during the quarter.
Moseley Investment Management sold 1,739 iShares Select Dividend ETF shares in Q2 2024, an estimated $214K.
Moseley Investment Management first reported a position in iShares Select Dividend ETF in Q1 2019 and held it in 21 quarters.
Moseley Investment Management's iShares Select Dividend ETF position peaked at $384K in Q2 2019.
1,215 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2024.

Based on Moseley Investment Management's 13F filing for Q2 2024, filed 16 Jul 2024.