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

Centerpoint 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
2024
Q3 		– Sell
-250
Closed -$7K – 471
2024
Q2 		$7K Hold
250
– – ﹤0.01% 365
2024
Q1 		$7K Buy
+250
New +$6.56K ﹤0.01% 341

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $362M AUM 15.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Centerpoint Advisors's DVYE Position: Q3 2024 in Review

Centerpoint Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2024, closing a stake of 250 shares — an estimated $7K sold.

Centerpoint Advisors first reported a position in DVYE in Q1 2024 and held it in 2 quarters. The position peaked at $7K in Q2 2024. 148 funds tracked by Wall St. Rank hold DVYE as of Q3 2024.

  • Centerpoint Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Centerpoint Advisors sold 250 iShares Emerging Markets Dividend ETF shares in Q3 2024, an estimated $7K.
  • Centerpoint Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q1 2024 and held it in 2 quarters.
  • Centerpoint Advisors's iShares Emerging Markets Dividend ETF position peaked at $7K in Q2 2024.
  • 148 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2024.

Based on Centerpoint Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.