EFS
DVYE icon

Econ Financial Services’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Econ Financial Services’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
Q2 		$379K Buy
9,281
+2,493
+37% +$99.9K 0.52% 39
2019
Q1 		$273K Buy
6,788
+291
+4% +$11.8K 0.41% 42
2018
Q4 		$243K Buy
+6,497
New +$248K 0.37% 57

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Econ Financial Services's DVYE Position: Q2 2019 in Review

Econ Financial Services increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 37% in Q2 2019, buying an estimated $99.9K and bringing the position to 9,281 shares worth $379K. The position accounts for 0.52% of the portfolio, ranked #39.

Econ Financial Services first reported a position in DVYE in Q4 2018 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold DVYE as of Q2 2019.

  • Econ Financial Services held 9,281 shares of iShares Emerging Markets Dividend ETF worth $379K as of Q2 2019.
  • Econ Financial Services bought 2,493 iShares Emerging Markets Dividend ETF shares in Q2 2019, an estimated $99.9K.
  • iShares Emerging Markets Dividend ETF made up 0.52% of Econ Financial Services's portfolio in Q2 2019, its #39 holding.
  • Econ Financial Services first reported a position in iShares Emerging Markets Dividend ETF in Q4 2018 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.