Cedar Mountain Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Cedar Mountain Advisors’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	–	Sell	-844	Closed	-$33K	–	310
2021 Q3	$33K	Hold	844	–	–	0.01%	88
2021 Q2	$33K	Sell	844 -322	-28%	-$12.8K	0.01%	92
2021 Q1	$46K	Hold	1,166	–	–	0.02%	74
2020 Q4	$43K	Hold	1,166	–	–	0.02%	74
2020 Q3	$35K	Sell	1,166 -3,122	-73%	-$99.6K	0.01%	80
2020 Q2	$134K	Sell	4,288 -68,033	-94%	-$2.11M	0.06%	42
2020 Q1	$2.04M	Sell	72,321 -1,334	-2%	-$48.6K	1.02%	13
2019 Q4	$2.99M	Buy	+73,655	New	+$2.85M	1.21%	12

Other funds holding DVYE

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

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

BlackRock New York $5.72T AUM 30.48% 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

Cedar Mountain Advisors's DVYE Position: Q4 2021 in Review

Cedar Mountain Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2021, closing a stake of 844 shares — an estimated $33K sold.

Cedar Mountain Advisors first reported a position in DVYE in Q4 2019 and held it in 8 quarters. The position peaked at $2.99M in Q4 2019. 155 funds tracked by Wall St. Rank hold DVYE as of Q4 2021.

Cedar Mountain Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2021 after selling out during the quarter.
Cedar Mountain Advisors sold 844 iShares Emerging Markets Dividend ETF shares in Q4 2021, an estimated $33K.
Cedar Mountain Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2019 and held it in 8 quarters.
Cedar Mountain Advisors's iShares Emerging Markets Dividend ETF position peaked at $2.99M in Q4 2019.
155 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2021.

Based on Cedar Mountain Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.