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Fernwood Investment Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-200
Closed -$5.23K – 327
2024
Q1 		$5.23K Buy
+200
New +$5.25K ﹤0.01% 633

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Fernwood Investment Management's DVYE Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2024, closing a stake of 200 shares — an estimated $5.23K sold.

Fernwood Investment Management first reported a position in DVYE in Q1 2024 and held it in 1 quarter. The position peaked at $5.23K in Q1 2024. 145 funds tracked by Wall St. Rank hold DVYE as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 200 iShares Emerging Markets Dividend ETF shares in Q2 2024, an estimated $5.23K.
  • Fernwood Investment Management first reported a position in iShares Emerging Markets Dividend ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares Emerging Markets Dividend ETF position peaked at $5.23K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.