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

First Capital Advisors Group’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 Q2	$66.5K	Buy	+2,716	New	+$67.3K	0.03%	260
2022 Q4	–	Sell	-2,744	Closed	-$62K	–	236
2022 Q3	$62K	Buy	+2,744	New	+$69.9K	0.05%	156

Other funds holding DVYE

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

First Capital Advisors Group's DVYE Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in iShares Emerging Markets Dividend ETF (DVYE) in Q2 2023: 2,716 shares worth $66.5K. The stake represents 0.03% of the portfolio and ranks #260 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in DVYE as recently as Q3 2022.

First Capital Advisors Group first reported a position in DVYE in Q3 2022 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold DVYE as of Q2 2023.

First Capital Advisors Group held 2,716 shares of iShares Emerging Markets Dividend ETF worth $66.5K as of Q2 2023.
iShares Emerging Markets Dividend ETF was a new First Capital Advisors Group position in Q2 2023.
iShares Emerging Markets Dividend ETF made up 0.03% of First Capital Advisors Group's portfolio in Q2 2023, its #260 holding.
First Capital Advisors Group first reported a position in iShares Emerging Markets Dividend ETF in Q3 2022 and has held it in 2 quarters since.
129 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.