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

Safeguard 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
2023
Q3 		– Sell
-108
Closed -$12K – 198
2023
Q2 		$12K Buy
+108
New +$12.3K 0.01% 314

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Safeguard Financial's DVY Position: Q3 2023 in Review

Safeguard Financial sold out of iShares Select Dividend ETF (DVY) in Q3 2023, closing a stake of 108 shares — an estimated $12K sold.

Safeguard Financial first reported a position in DVY in Q2 2023 and held it in 1 quarter. The position peaked at $12K in Q2 2023. 1,154 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

  • Safeguard Financial reported no remaining iShares Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 108 iShares Select Dividend ETF shares in Q3 2023, an estimated $12K.
  • Safeguard Financial first reported a position in iShares Select Dividend ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares Select Dividend ETF position peaked at $12K in Q2 2023.
  • 1,154 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.