American Portfolios Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

American Portfolios 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
2022 Q3	$308K	Sell	13,584 -22,499	-62%	-$573K	0.01%	845
2022 Q2	$960K	Buy	36,083 +7,052	+24%	+$211K	0.04%	442
2022 Q1	$949K	Buy	29,031 +9,749	+51%	+$355K	0.03%	511
2021 Q4	$742K	Buy	19,282 +6,591	+52%	+$255K	0.03%	585
2021 Q3	$494K	Buy	12,691 +11,830	+1,374%	+$458K	0.02%	719
2021 Q2	$33.5K	Sell	861 -275	-24%	-$11K	﹤0.01%	1943
2021 Q1	$44.5K	Hold	1,136	–	–	﹤0.01%	1650
2020 Q4	$42.3K	Buy	1,136 +136	+14%	+$4.56K	﹤0.01%	1482
2020 Q3	$30.1K	Hold	1,000	–	–	﹤0.01%	1511
2020 Q2	$31.3K	Hold	1,000	–	–	﹤0.01%	1462
2020 Q1	$28.1K	Hold	1,000	–	–	﹤0.01%	1400
2019 Q4	$40.6K	Sell	1,000 -2,450	-71%	-$94.7K	﹤0.01%	1427
2019 Q3	$129K	Sell	3,450 -1,856	-35%	-$72.8K	0.01%	878
2019 Q2	$216K	Buy	5,306 +1,624	+44%	+$65.1K	0.02%	685
2019 Q1	$148K	Buy	3,682 +2,682	+268%	+$109K	0.01%	725
2018 Q4	$37.4K	Hold	1,000	–	–	﹤0.01%	1135
2018 Q3	$38.9K	Sell	1,000 -100	-9%	-$3.97K	﹤0.01%	1218
2018 Q2	$43.3K	Hold	1,100	–	–	0.01%	1135
2018 Q1	$47.7K	Hold	1,100	–	–	0.01%	1038
2017 Q4	$46K	Buy	+1,100	New	+$45.7K	0.01%	1031

Other funds holding DVYE

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

SEIA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

American Portfolios Advisors's DVYE Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 62% in Q3 2022, selling an estimated $573K and leaving 13,584 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #845.

American Portfolios Advisors first reported a position in DVYE in Q4 2017 and has held it in 20 quarters since. The position peaked at $960K in Q2 2022. 112 funds tracked by Wall St. Rank hold DVYE as of Q3 2022.

American Portfolios Advisors held 13,584 shares of iShares Emerging Markets Dividend ETF worth $308K as of Q3 2022.
American Portfolios Advisors sold 22,499 iShares Emerging Markets Dividend ETF shares in Q3 2022, an estimated $573K.
iShares Emerging Markets Dividend ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #845 holding.
American Portfolios Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Emerging Markets Dividend ETF position peaked at $960K in Q2 2022.
112 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.