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Cornerstone Wealth Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Cornerstone Wealth Group’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
2019
Q4 		– Sell
-55,596
Closed -$2.08M – 142
2019
Q3 		$2.08M Sell
55,596
-142,043
-72% -$5.57M 0.52% 59
2019
Q2 		$8.06M Buy
197,639
+167,316
+552% +$6.7M 2.17% 9
2019
Q1 		$1.22M Buy
+30,323
New +$1.23M 0.31% 82

Other funds holding DVYE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Group's DVYE Position: Q4 2019 in Review

Cornerstone Wealth Group sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2019, closing a stake of 55,596 shares — an estimated $2.08M sold.

Cornerstone Wealth Group first reported a position in DVYE in Q1 2019 and held it in 3 quarters. The position peaked at $8.06M in Q2 2019. 121 funds tracked by Wall St. Rank hold DVYE as of Q4 2019.

  • Cornerstone Wealth Group reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • Cornerstone Wealth Group sold 55,596 iShares Emerging Markets Dividend ETF shares in Q4 2019, an estimated $2.08M.
  • Cornerstone Wealth Group first reported a position in iShares Emerging Markets Dividend ETF in Q1 2019 and held it in 3 quarters.
  • Cornerstone Wealth Group's iShares Emerging Markets Dividend ETF position peaked at $8.06M in Q2 2019.
  • 121 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2019.

Based on Cornerstone Wealth Group's 13F filing for Q4 2019, filed 28 Jan 2020.