Anchor Investment Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Anchor Investment 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
2021 Q3	–	Sell	-962	Closed	-$37.4K	–	946
2021 Q2	$37.4K	Hold	962	–	–	0.01%	571
2021 Q1	$37.7K	Sell	962 -200	-17%	-$7.72K	0.01%	553
2020 Q4	$43.3K	Hold	1,162	–	–	0.01%	491
2020 Q3	$35K	Hold	1,162	–	–	0.01%	490
2020 Q2	$36.4K	Sell	1,162 -321	-22%	-$9.95K	0.01%	475
2020 Q1	$41.7K	Hold	1,483	–	–	0.01%	458
2019 Q4	$60.2K	Buy	1,483 +76	+5%	+$2.94K	0.01%	438
2019 Q3	$52.6K	Hold	1,407	–	–	0.01%	449
2019 Q2	$57.4K	Buy	1,407 +6	+0.4%	+$240	0.01%	435
2019 Q1	$56.3K	Buy	1,401 +1	+0.1%	+$40	0.01%	425
2018 Q4	$52.4K	Buy	1,400 +9	+0.6%	+$343	0.01%	431
2018 Q3	$54.1K	Buy	1,391 +112	+9%	+$4.45K	0.01%	466
2018 Q2	$50.3K	Buy	1,279 +1,053	+466%	+$43.5K	0.01%	482
2018 Q1	$9.79K	Buy	+226	New	+$9.91K	﹤0.01%	637

Other funds holding DVYE

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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

Anchor Investment Management's DVYE Position: Q3 2021 in Review

Anchor Investment Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2021, closing a stake of 962 shares — an estimated $37.4K sold.

Anchor Investment Management first reported a position in DVYE in Q1 2018 and held it in 14 quarters. The position peaked at $60.2K in Q4 2019. 146 funds tracked by Wall St. Rank hold DVYE as of Q3 2021.

Anchor Investment Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2021 after selling out during the quarter.
Anchor Investment Management sold 962 iShares Emerging Markets Dividend ETF shares in Q3 2021, an estimated $37.4K.
Anchor Investment Management first reported a position in iShares Emerging Markets Dividend ETF in Q1 2018 and held it in 14 quarters.
Anchor Investment Management's iShares Emerging Markets Dividend ETF position peaked at $60.2K in Q4 2019.
146 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2021.

Based on Anchor Investment Management's 13F filing for Q3 2021, filed 2 Jan 2024.