FinTrust Capital Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

FinTrust Capital 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
2021 Q1	–	Sell	-975	Closed	-$36K	–	1149
2020 Q4	$36K	Sell	975 -260	-21%	-$8.71K	0.01%	544
2020 Q3	$37	Sell	1,235 -560	-31%	-$17.9K	0.01%	548
2020 Q2	$56K	Sell	1,795 -1,026	-36%	-$31.8K	0.02%	455
2020 Q1	$79K	Buy	2,821 +1,256	+80%	+$45.7K	0.04%	329
2019 Q4	$64K	Buy	1,565 +240	+18%	+$9.28K	0.03%	398
2019 Q3	$50K	Buy	+1,325	New	+$51.9K	0.02%	448
2019 Q1	–	Sell	-144	Closed	-$5K	–	1272
2018 Q4	$5K	Buy	+144	New	+$5.49K	﹤0.01%	921

Other funds holding DVYE

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FinTrust Capital Advisors's DVYE Position: Q1 2021 in Review

FinTrust Capital Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2021, closing a stake of 975 shares — an estimated $36K sold.

FinTrust Capital Advisors first reported a position in DVYE in Q4 2018 and held it in 7 quarters. The position peaked at $79K in Q1 2020. 151 funds tracked by Wall St. Rank hold DVYE as of Q1 2021.

FinTrust Capital Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 975 iShares Emerging Markets Dividend ETF shares in Q1 2021, an estimated $36K.
FinTrust Capital Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2018 and held it in 7 quarters.
FinTrust Capital Advisors's iShares Emerging Markets Dividend ETF position peaked at $79K in Q1 2020.
151 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2021.

Based on FinTrust Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.