Aris Wealth Services’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Aris Wealth Services’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
2015 Q3	$3.08M	Buy	99,952 +9,059	+10%	+$319K	6.47%	2
2015 Q2	$3.76M	Sell	90,893 -473	-0.5%	-$20.8K	3.45%	2
2015 Q1	$3.76M	Buy	91,366 +4,377	+5%	+$185K	3.51%	4
2014 Q4	$3.64M	Buy	86,989 +4,476	+5%	+$195K	4.05%	5
2014 Q3	$3.72M	Buy	82,513 +7,742	+10%	+$378K	4.62%	5
2014 Q2	$3.64M	Buy	74,771 +11,399	+18%	+$559K	4.76%	5
2014 Q1	$3.02M	Buy	+63,372	New	+$2.92M	4.43%	5

Other funds holding DVYE

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

SEIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Aris Wealth Services's DVYE Position: Q3 2015 in Review

Aris Wealth Services increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 10% in Q3 2015, buying an estimated $319K and bringing the position to 99,952 shares worth $3.08M. The position accounts for 6.47% of the portfolio, ranked #2.

Aris Wealth Services first reported a position in DVYE in Q1 2014 and has held it in 7 quarters since. The position peaked at $3.76M in Q2 2015. 40 funds tracked by Wall St. Rank hold DVYE as of Q3 2015.

Aris Wealth Services held 99,952 shares of iShares Emerging Markets Dividend ETF worth $3.08M as of Q3 2015.
Aris Wealth Services bought 9,059 iShares Emerging Markets Dividend ETF shares in Q3 2015, an estimated $319K.
iShares Emerging Markets Dividend ETF made up 6.47% of Aris Wealth Services's portfolio in Q3 2015, its #2 holding.
Aris Wealth Services first reported a position in iShares Emerging Markets Dividend ETF in Q1 2014 and has held it in 7 quarters since.
Aris Wealth Services's iShares Emerging Markets Dividend ETF position peaked at $3.76M in Q2 2015.
40 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.