AWM
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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

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameliora Wealth Management's DVYE Position: Q1 2023 in Review

Ameliora Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2023, closing a stake of 766 shares — an estimated $18.5K sold.

Ameliora Wealth Management first reported a position in DVYE in Q3 2022 and held it in 2 quarters. The position peaked at $18.5K in Q4 2022. 137 funds tracked by Wall St. Rank hold DVYE as of Q1 2023.

  • Ameliora Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 766 iShares Emerging Markets Dividend ETF shares in Q1 2023, an estimated $18.5K.
  • Ameliora Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q3 2022 and held it in 2 quarters.
  • Ameliora Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $18.5K in Q4 2022.
  • 137 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2023.

Based on Ameliora Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.