EWM
DVYE icon

Endowment Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Endowment Wealth Management’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
-23,161
Closed -$559K – 140
2022
Q4 		$559K Buy
23,161
+2,061
+10% +$49.3K 0.61% 36
2022
Q3 		$479K Buy
21,100
+5,522
+35% +$141K 0.58% 47
2022
Q2 		$414K Buy
15,578
+2,075
+15% +$62.1K 0.5% 56
2022
Q1 		$442K Sell
13,503
-969
-7% -$35.3K 0.46% 53
2021
Q4 		$557K Buy
+14,472
New +$560K 0.56% 39

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return