AWM
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Able Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Able Wealth Management’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
2024
Q1 		– Sell
-247
Closed -$6.54K – 211
2023
Q4 		$6.54K Buy
+247
New +$6.13K 0.01% 317

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $362M AUM 15.97% 1-Year Est. Return

Able Wealth Management's DVYE Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2024, closing a stake of 247 shares — an estimated $6.54K sold.

Able Wealth Management first reported a position in DVYE in Q4 2023 and held it in 1 quarter. The position peaked at $6.54K in Q4 2023. 146 funds tracked by Wall St. Rank hold DVYE as of Q1 2024.

  • Able Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 247 iShares Emerging Markets Dividend ETF shares in Q1 2024, an estimated $6.54K.
  • Able Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $6.54K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.