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

Advocacy Wealth Management Services’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
2021
Q3 		– Sell
-1,228
Closed -$48K – 183
2021
Q2 		$48K Buy
+1,228
New +$49K 0.01% 66

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Advocacy Wealth Management Services's DVYE Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2021, closing a stake of 1,228 shares — an estimated $48K sold.

Advocacy Wealth Management Services first reported a position in DVYE in Q2 2021 and held it in 1 quarter. The position peaked at $48K in Q2 2021. 146 funds tracked by Wall St. Rank hold DVYE as of Q3 2021.

  • Advocacy Wealth Management Services reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2021 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 1,228 iShares Emerging Markets Dividend ETF shares in Q3 2021, an estimated $48K.
  • Advocacy Wealth Management Services first reported a position in iShares Emerging Markets Dividend ETF in Q2 2021 and held it in 1 quarter.
  • Advocacy Wealth Management Services's iShares Emerging Markets Dividend ETF position peaked at $48K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.