Cardan Capital Partners’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Cardan Capital Partners’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 Q3	–	Sell	-95,644	Closed	-$3.77M	–	180
2018 Q2	$3.77M	Sell	95,644 -2,578	-3%	-$107K	0.62%	45
2018 Q1	$4.26M	Buy	98,222 +8,333	+9%	+$365K	0.71%	41
2017 Q4	$3.76M	Buy	89,889 +809	+0.9%	+$33.6K	0.71%	45
2017 Q3	$3.69M	Sell	89,080 -758	-0.8%	-$31.8K	0.74%	45
2017 Q2	$3.61M	Buy	+89,838	New	+$3.61M	0.7%	42

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

EWM

Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return

SEIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cardan Capital Partners's DVYE Position: Q3 2018 in Review

Cardan Capital Partners sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2018, closing a stake of 95,644 shares — an estimated $3.77M sold.

Cardan Capital Partners first reported a position in DVYE in Q2 2017 and held it in 5 quarters. The position peaked at $4.26M in Q1 2018. 86 funds tracked by Wall St. Rank hold DVYE as of Q3 2018.

Cardan Capital Partners reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2018 after selling out during the quarter.
Cardan Capital Partners sold 95,644 iShares Emerging Markets Dividend ETF shares in Q3 2018, an estimated $3.77M.
Cardan Capital Partners first reported a position in iShares Emerging Markets Dividend ETF in Q2 2017 and held it in 5 quarters.
Cardan Capital Partners's iShares Emerging Markets Dividend ETF position peaked at $4.26M in Q1 2018.
86 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2018.

Based on Cardan Capital Partners's 13F filing for Q3 2018, filed 13 Nov 2018.