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

Accel 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
2022 Q2	–	Sell	-700	Closed	-$24K	–	1030
2022 Q1	$24K	Hold	700	–	–	0.01%	509
2021 Q4	$27K	Hold	700	–	–	0.01%	507
2021 Q3	$27K	Hold	700	–	–	0.02%	440
2021 Q2	$27K	Hold	700	–	–	0.02%	454
2021 Q1	$27K	Hold	700	–	–	0.02%	432
2020 Q4	$26K	Buy	+700	New	+$23.5K	0.02%	428

Other funds holding DVYE

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Accel Wealth Management's DVYE Position: Q2 2022 in Review

Accel Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2022, closing a stake of 700 shares — an estimated $24K sold.

Accel Wealth Management first reported a position in DVYE in Q4 2020 and held it in 6 quarters. The position peaked at $27K in Q4 2021. 128 funds tracked by Wall St. Rank hold DVYE as of Q2 2022.

Accel Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2022 after selling out during the quarter.
Accel Wealth Management sold 700 iShares Emerging Markets Dividend ETF shares in Q2 2022, an estimated $24K.
Accel Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2020 and held it in 6 quarters.
Accel Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $27K in Q4 2021.
128 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2022.

Based on Accel Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.