Donoghue Forlines’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Donoghue Forlines’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
2021 Q3	–	Sell	-46,443	Closed	-$1.8M	–	212
2021 Q2	$1.8M	Sell	46,443 -3,089	-6%	-$123K	0.34%	71
2021 Q1	$1.94M	Sell	49,532 -12,100	-20%	-$467K	0.38%	56
2020 Q4	$2.29M	Sell	61,632 -23,135	-27%	-$775K	0.44%	34
2020 Q3	$2.55M	Sell	84,767 -4,938	-6%	-$158K	0.7%	25
2020 Q2	$2.81M	Buy	+89,705	New	+$2.78M	0.73%	21

Other funds holding DVYE

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MFG

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

Donoghue Forlines's DVYE Position: Q3 2021 in Review

Donoghue Forlines sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2021, closing a stake of 46,443 shares — an estimated $1.8M sold.

Donoghue Forlines first reported a position in DVYE in Q2 2020 and held it in 5 quarters. The position peaked at $2.81M in Q2 2020. 146 funds tracked by Wall St. Rank hold DVYE as of Q3 2021.

Donoghue Forlines reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2021 after selling out during the quarter.
Donoghue Forlines sold 46,443 iShares Emerging Markets Dividend ETF shares in Q3 2021, an estimated $1.8M.
Donoghue Forlines first reported a position in iShares Emerging Markets Dividend ETF in Q2 2020 and held it in 5 quarters.
Donoghue Forlines's iShares Emerging Markets Dividend ETF position peaked at $2.81M in Q2 2020.
146 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2021.

Based on Donoghue Forlines's 13F filing for Q3 2021, filed 15 Nov 2021.