Belpointe Asset Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-6	Closed	-$147	–	1308
2023 Q1	$147	Hold	6	–	–	﹤0.01%	3698
2022 Q4	$145	Buy	+6	New	+$143	﹤0.01%	3656
2018 Q1	–	Sell	-10,000	Closed	-$418K	–	380
2017 Q4	$418K	Buy	+10,000	New	+$415K	0.09%	270

Other funds holding DVYE

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Belpointe Asset Management's DVYE Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2023, closing a stake of 6 shares — an estimated $147 sold.

Belpointe Asset Management first reported a position in DVYE in Q4 2017 and held it in 3 quarters. The position peaked at $418K in Q4 2017. 129 funds tracked by Wall St. Rank hold DVYE as of Q2 2023.

Belpointe Asset Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 6 iShares Emerging Markets Dividend ETF shares in Q2 2023, an estimated $147.
Belpointe Asset Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2017 and held it in 3 quarters.
Belpointe Asset Management's iShares Emerging Markets Dividend ETF position peaked at $418K in Q4 2017.
129 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.