EWA
DVYE icon

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

ERTS Wealth 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
2019
Q3 		– Sell
-15,396
Closed -$628K – 83
2019
Q2 		$628K Buy
15,396
+4,558
+42% +$183K 0.35% 37
2019
Q1 		$436K Buy
10,838
+10,478
+2,911% +$424K 0.26% 49
2018
Q4 		$13K Buy
+360
New +$13.7K 0.01% 235

Other funds holding DVYE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

ERTS Wealth Advisors's DVYE Position: Q3 2019 in Review

ERTS Wealth Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2019, closing a stake of 15,396 shares — an estimated $628K sold.

ERTS Wealth Advisors first reported a position in DVYE in Q4 2018 and held it in 3 quarters. The position peaked at $628K in Q2 2019. 114 funds tracked by Wall St. Rank hold DVYE as of Q3 2019.

  • ERTS Wealth Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 15,396 iShares Emerging Markets Dividend ETF shares in Q3 2019, an estimated $628K.
  • ERTS Wealth Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2018 and held it in 3 quarters.
  • ERTS Wealth Advisors's iShares Emerging Markets Dividend ETF position peaked at $628K in Q2 2019.
  • 114 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2019.

Based on ERTS Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.