All Season Financial Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

All Season Financial 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
2024 Q3	$339K	Sell	11,815 -12,369	-51%	-$338K	0.29%	80
2024 Q2	$657K	Buy	24,184 +4,609	+24%	+$127K	0.6%	41
2024 Q1	$512K	Sell	19,575 -10,520	-35%	-$276K	0.42%	65
2023 Q4	$797K	Sell	30,095 -1,579	-5%	-$39.2K	0.68%	38
2023 Q3	$754K	Buy	31,674 +13,229	+72%	+$328K	0.76%	30
2023 Q2	$452K	Sell	18,445 -918	-5%	-$22.8K	0.41%	62
2023 Q1	$475K	Buy	19,363 +785	+4%	+$19.6K	0.43%	70
2022 Q4	$448K	Buy	18,578 +6,264	+51%	+$150K	0.4%	64
2022 Q3	$279K	Buy	+12,314	New	+$314K	0.3%	79

Other funds holding DVYE

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

All Season Financial Advisors's DVYE Position: Q3 2024 in Review

All Season Financial Advisors reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 51% in Q3 2024, selling an estimated $338K and leaving 11,815 shares worth $339K. The position accounts for 0.29% of the portfolio, ranked #80.

All Season Financial Advisors first reported a position in DVYE in Q3 2022 and has held it in 9 quarters since. The position peaked at $797K in Q4 2023. 148 funds tracked by Wall St. Rank hold DVYE as of Q3 2024.

All Season Financial Advisors held 11,815 shares of iShares Emerging Markets Dividend ETF worth $339K as of Q3 2024.
All Season Financial Advisors sold 12,369 iShares Emerging Markets Dividend ETF shares in Q3 2024, an estimated $338K.
iShares Emerging Markets Dividend ETF made up 0.29% of All Season Financial Advisors's portfolio in Q3 2024, its #80 holding.
All Season Financial Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q3 2022 and has held it in 9 quarters since.
All Season Financial Advisors's iShares Emerging Markets Dividend ETF position peaked at $797K in Q4 2023.
148 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.