Carroll Financial Associates’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Carroll Financial Associates’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	$141K	Buy	3,649 +3,590	+6,085%	+$139K	0.01%	453
2021 Q3	$2K	Hold	59	–	–	﹤0.01%	1541
2021 Q2	$2K	Hold	59	–	–	﹤0.01%	1559
2021 Q1	$2K	Hold	59	–	–	﹤0.01%	1492
2020 Q4	$2K	Hold	59	–	–	﹤0.01%	1379
2020 Q3	$1K	Hold	59	–	–	﹤0.01%	1404
2020 Q2	$1K	Hold	59	–	–	﹤0.01%	1417
2020 Q1	$1K	Buy	+59	New	+$2.15K	﹤0.01%	1354

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Carroll Financial Associates's DVYE Position: Q4 2021 in Review

Carroll Financial Associates increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 6,085% in Q4 2021, buying an estimated $139K and bringing the position to 3,649 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #453.

Carroll Financial Associates first reported a position in DVYE in Q1 2020 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold DVYE as of Q4 2021.

Carroll Financial Associates held 3,649 shares of iShares Emerging Markets Dividend ETF worth $141K as of Q4 2021.
Carroll Financial Associates bought 3,590 iShares Emerging Markets Dividend ETF shares in Q4 2021, an estimated $139K.
iShares Emerging Markets Dividend ETF made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #453 holding.
Carroll Financial Associates first reported a position in iShares Emerging Markets Dividend ETF in Q1 2020 and has held it in 8 quarters since.
155 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.