CA
DVYE icon

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

Crewe 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
2023
Q1 		– Sell
-434
Closed -$10.5K – 876
2022
Q4 		$10.5K Hold
434
– – ﹤0.01% 542
2022
Q3 		$10K Buy
+434
New +$11.1K ﹤0.01% 659

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Crewe Advisors's DVYE Position: Q1 2023 in Review

Crewe Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2023, closing a stake of 434 shares — an estimated $10.5K sold.

Crewe Advisors first reported a position in DVYE in Q3 2022 and held it in 2 quarters. The position peaked at $10.5K in Q4 2022. 137 funds tracked by Wall St. Rank hold DVYE as of Q1 2023.

  • Crewe Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 434 iShares Emerging Markets Dividend ETF shares in Q1 2023, an estimated $10.5K.
  • Crewe Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q3 2022 and held it in 2 quarters.
  • Crewe Advisors's iShares Emerging Markets Dividend ETF position peaked at $10.5K in Q4 2022.
  • 137 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.