AWM
DVYE icon

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

Ameliora 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
2023
Q1 		– Sell
-766
Closed -$18.5K – 229
2022
Q4 		$18.5K Hold
766
– – 0.01% 190
2022
Q3 		$17K Buy
+766
New +$19.5K 0.01% 181

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UBS Group
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Morgan Stanley
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Bank of America
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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
UCFA
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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return