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Wealth Architects’s iShares Select Dividend ETF DVY Stock Holding History

Wealth Architects’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
2021
Q4 		– Sell
-2,295
Closed -$263K – 203
2021
Q3 		$263K Hold
2,295
– – 0.05% 151
2021
Q2 		$268K Hold
2,295
– – 0.05% 145
2021
Q1 		$262K Hold
2,295
– – 0.06% 132
2020
Q4 		$221K Buy
+2,295
New +$208K 0.05% 143

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealth Architects's DVY Position: Q4 2021 in Review

Wealth Architects sold out of iShares Select Dividend ETF (DVY) in Q4 2021, closing a stake of 2,295 shares — an estimated $263K sold.

Wealth Architects first reported a position in DVY in Q4 2020 and held it in 4 quarters. The position peaked at $268K in Q2 2021. 1,173 funds tracked by Wall St. Rank hold DVY as of Q4 2021.

  • Wealth Architects reported no remaining iShares Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
  • Wealth Architects sold 2,295 iShares Select Dividend ETF shares in Q4 2021, an estimated $263K.
  • Wealth Architects first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 4 quarters.
  • Wealth Architects's iShares Select Dividend ETF position peaked at $268K in Q2 2021.
  • 1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2021.

Based on Wealth Architects's 13F filing for Q4 2021, filed 19 Jan 2022.