CWM
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Cahaba Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Cahaba Wealth 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
2018
Q2 		– Sell
-5,673
Closed -$242K – 66
2018
Q1 		$242K Sell
5,673
-444
-7% -$19.5K 0.1% 54
2017
Q4 		$255K Buy
6,117
+67
+1% +$2.78K 0.1% 51
2017
Q3 		$251K Buy
+6,050
New +$254K 0.12% 48

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cahaba Wealth Management's DVYE Position: Q2 2018 in Review

Cahaba Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2018, closing a stake of 5,673 shares — an estimated $242K sold.

Cahaba Wealth Management first reported a position in DVYE in Q3 2017 and held it in 3 quarters. The position peaked at $255K in Q4 2017. 88 funds tracked by Wall St. Rank hold DVYE as of Q2 2018.

  • Cahaba Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • Cahaba Wealth Management sold 5,673 iShares Emerging Markets Dividend ETF shares in Q2 2018, an estimated $242K.
  • Cahaba Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q3 2017 and held it in 3 quarters.
  • Cahaba Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $255K in Q4 2017.
  • 88 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2018.

Based on Cahaba Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.