Atlas Private Wealth Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-892	Closed	-$35K	–	304
2021 Q3	$35K	Hold	892	–	–	0.02%	273
2021 Q2	$35K	Sell	892 -250	-22%	-$9.97K	0.02%	272
2021 Q1	$45K	Hold	1,142	–	–	0.03%	242
2020 Q4	$43K	Hold	1,142	–	–	0.03%	235
2020 Q3	$34K	Hold	1,142	–	–	0.03%	246
2020 Q2	$36K	Buy	+1,142	New	+$35.4K	0.03%	242

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SEIA

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

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

Atlas Private Wealth Advisors's DVYE Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2021, closing a stake of 892 shares — an estimated $35K sold.

Atlas Private Wealth Advisors first reported a position in DVYE in Q2 2020 and held it in 6 quarters. The position peaked at $45K in Q1 2021. 155 funds tracked by Wall St. Rank hold DVYE as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 892 iShares Emerging Markets Dividend ETF shares in Q4 2021, an estimated $35K.
Atlas Private Wealth Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Emerging Markets Dividend ETF position peaked at $45K in Q1 2021.
155 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.