CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2020 Q4	–	Sell	-171,928	Closed	-$5.18M	–	163
2020 Q3	$5.18M	Buy	171,928 +6,726	+4%	+$215K	0.29%	55
2020 Q2	$5.17M	Buy	+165,202	New	+$5.12M	0.32%	48
2019 Q4	$4.87M	Buy	119,802 +93,364	+353%	+$3.61M	0.39%	40
2019 Q3	$989K	Buy	+26,438	New	+$1.04M	0.09%	99

Other funds holding DVYE

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEIA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DVYE Position: Q4 2020 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2020, closing a stake of 171,928 shares — an estimated $5.18M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DVYE in Q3 2019 and held it in 4 quarters. The position peaked at $5.18M in Q3 2020. 137 funds tracked by Wall St. Rank hold DVYE as of Q4 2020.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2020 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 171,928 iShares Emerging Markets Dividend ETF shares in Q4 2020, an estimated $5.18M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q3 2019 and held it in 4 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares Emerging Markets Dividend ETF position peaked at $5.18M in Q3 2020.
137 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2020.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.