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

Beirne Wealth Consulting 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
2022 Q1	–	Sell	-8,067	Closed	-$311K	–	102
2021 Q4	$311K	Sell	8,067 -4,500	-36%	-$174K	0.17%	73
2021 Q3	$488K	Hold	12,567	–	–	0.28%	53
2021 Q2	$488K	Buy	12,567 +5,123	+69%	+$204K	0.27%	54
2021 Q1	$292K	Buy	+7,444	New	+$287K	0.17%	69

Other funds holding DVYE

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

SEIA

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

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

Beirne Wealth Consulting Services's DVYE Position: Q1 2022 in Review

Beirne Wealth Consulting Services sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2022, closing a stake of 8,067 shares — an estimated $311K sold.

Beirne Wealth Consulting Services first reported a position in DVYE in Q1 2021 and held it in 4 quarters. The position peaked at $488K in Q3 2021. 140 funds tracked by Wall St. Rank hold DVYE as of Q1 2022.

Beirne Wealth Consulting Services reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2022 after selling out during the quarter.
Beirne Wealth Consulting Services sold 8,067 iShares Emerging Markets Dividend ETF shares in Q1 2022, an estimated $311K.
Beirne Wealth Consulting Services first reported a position in iShares Emerging Markets Dividend ETF in Q1 2021 and held it in 4 quarters.
Beirne Wealth Consulting Services's iShares Emerging Markets Dividend ETF position peaked at $488K in Q3 2021.
140 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2022.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2022, filed 10 May 2022.