Concord Wealth Partners’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.39M Buy
62,143
+7,257
+13% +$279K 0.35% 68
2025
Q1
$1.96M Buy
54,886
+21,275
+63% +$760K 0.32% 73
2024
Q4
$1.2M Buy
33,611
+16,578
+97% +$594K 0.2% 95
2024
Q3
$660K Buy
17,033
+1,442
+9% +$55.9K 0.11% 121
2024
Q2
$547K Buy
15,591
+2,797
+22% +$98.2K 0.1% 131
2024
Q1
$463K Buy
+12,794
New +$463K 0.08% 147