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SFMG Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

SFMG Wealth Advisors’s Portfolio DIVB Stock Details DIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40,196
Closed -$1.37M – 269
2022
Q3 		$1.37M Sell
40,196
-379,699
-90% -$14.3M 0.16% 73
2022
Q2 		$15.2M Buy
419,895
+43,097
+11% +$1.68M 1.77% 12
2022
Q1 		$15.7M Buy
376,798
+16,617
+5% +$691K 1.55% 13
2021
Q4 		$15.4M Buy
+360,181
New +$14.9M 1.5% 12

Other funds holding DIVB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

SFMG Wealth Advisors's DIVB Position: Q4 2022 in Review

SFMG Wealth Advisors sold out of iShares Core Dividend ETF (DIVB) in Q4 2022, closing a stake of 40,196 shares — an estimated $1.37M sold.

SFMG Wealth Advisors first reported a position in DIVB in Q4 2021 and held it in 4 quarters. The position peaked at $15.7M in Q1 2022. 67 funds tracked by Wall St. Rank hold DIVB as of Q4 2022.

  • SFMG Wealth Advisors reported no remaining iShares Core Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 40,196 iShares Core Dividend ETF shares in Q4 2022, an estimated $1.37M.
  • SFMG Wealth Advisors first reported a position in iShares Core Dividend ETF in Q4 2021 and held it in 4 quarters.
  • SFMG Wealth Advisors's iShares Core Dividend ETF position peaked at $15.7M in Q1 2022.
  • 67 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q4 2022.

Based on SFMG Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.