World Equity Group’s iShares Select Dividend ETF DVY Stock Holding History

World Equity Group’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 Q4	–	Sell	-2,550	Closed	-$274K	–	338
2023 Q3	$274K	Buy	+2,550	New	+$290K	0.06%	274
2023 Q1	–	Sell	-2,454	Closed	-$296K	–	527
2022 Q4	$296K	Buy	+2,454	New	+$290K	0.07%	254
2022 Q3	–	Sell	-2,082	Closed	-$245K	–	326
2022 Q2	$245K	Buy	+2,082	New	+$261K	0.06%	289

Other funds holding DVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

World Equity Group's DVY Position: Q4 2023 in Review

World Equity Group sold out of iShares Select Dividend ETF (DVY) in Q4 2023, closing a stake of 2,550 shares — an estimated $274K sold.

World Equity Group first reported a position in DVY in Q2 2022 and held it in 3 quarters. The position peaked at $296K in Q4 2022. 1,236 funds tracked by Wall St. Rank hold DVY as of Q4 2023.

World Equity Group reported no remaining iShares Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
World Equity Group sold 2,550 iShares Select Dividend ETF shares in Q4 2023, an estimated $274K.
World Equity Group first reported a position in iShares Select Dividend ETF in Q2 2022 and held it in 3 quarters.
World Equity Group's iShares Select Dividend ETF position peaked at $296K in Q4 2022.
1,236 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.