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1834 Investment Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

1834 Investment Advisors’s Portfolio DVYE Stock Details DVYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-22
Closed -$1K – 267
2022
Q2 		$1K Hold
22
– – ﹤0.01% 455
2022
Q1 		$1K Sell
22
-336
-94% -$12.2K ﹤0.01% 427
2021
Q4 		$14K Sell
358
-380
-51% -$14.7K ﹤0.01% 357
2021
Q3 		$29K Hold
738
– – ﹤0.01% 311
2021
Q2 		$29K Sell
738
-4,303
-85% -$172K ﹤0.01% 321
2021
Q1 		$198K Sell
5,041
-240
-5% -$9.27K 0.03% 199
2020
Q4 		$197K Sell
5,281
-51
-1% -$1.71K 0.03% 193
2020
Q3 		$161K Sell
5,332
-298
-5% -$9.51K 0.02% 197
2020
Q2 		$176K Sell
5,630
-5,465
-49% -$169K 0.03% 184
2020
Q1 		$312K Buy
11,095
+3,055
+38% +$111K 0.06% 137
2019
Q4 		$327K Hold
8,040
– – 0.05% 146
2019
Q3 		$301K Buy
8,040
+599
+8% +$23.5K 0.04% 155
2019
Q2 		$303K Buy
7,441
+539
+8% +$21.6K 0.05% 151
2019
Q1 		$277K Buy
6,902
+50
+0.7% +$2.02K 0.04% 165
2018
Q4 		$257K Buy
6,852
+471
+7% +$18K 0.04% 162
2018
Q3 		$248K Hold
6,381
– – 0.04% 171
2018
Q2 		$251K Buy
6,381
+51
+0.8% +$2.11K 0.04% 166
2018
Q1 		$274K Buy
6,330
+2,187
+53% +$95.9K 0.05% 156
2017
Q4 		$173K Buy
+4,143
New +$172K 0.03% 190

Other funds holding DVYE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

1834 Investment Advisors's DVYE Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2022, closing a stake of 22 shares — an estimated $1K sold.

1834 Investment Advisors first reported a position in DVYE in Q4 2017 and held it in 19 quarters. The position peaked at $327K in Q4 2019. 112 funds tracked by Wall St. Rank hold DVYE as of Q3 2022.

  • 1834 Investment Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 22 iShares Emerging Markets Dividend ETF shares in Q3 2022, an estimated $1K.
  • 1834 Investment Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2017 and held it in 19 quarters.
  • 1834 Investment Advisors's iShares Emerging Markets Dividend ETF position peaked at $327K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.