EP Wealth Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,261
| Closed | -$171K | – | 1432 |
|
|
2025
Q1 | $171K | Sell |
6,261
-4,538
| -42% | -$124K | ﹤0.01% | 1166 |
|
|
2024
Q4 | $279K | Buy |
+10,799
| New | +$279K | ﹤0.01% | 903 |
|
|
2022
Q1 | – | Sell |
-5,797
| Closed | -$223K | – | 644 |
|
|
2021
Q4 | $223K | Buy |
+5,797
| New | +$223K | 0.01% | 513 |
|