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Flagship Harbor Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Flagship Harbor 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
2020
Q3 		– Sell
-147
Closed -$4K – 1966
2020
Q2 		$4K Buy
+147
New +$4.55K ﹤0.01% 1629
2018
Q4 		– Sell
-144
Closed -$6K – 1892
2018
Q3 		$6K Buy
144
+67
+87% +$2.66K ﹤0.01% 1619
2018
Q2 		$3K Buy
+77
New +$3.18K ﹤0.01% 1761

Other funds holding DVYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Flagship Harbor Advisors's DVYE Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2020, closing a stake of 147 shares — an estimated $4K sold.

Flagship Harbor Advisors first reported a position in DVYE in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 136 funds tracked by Wall St. Rank hold DVYE as of Q3 2020.

  • Flagship Harbor Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 147 iShares Emerging Markets Dividend ETF shares in Q3 2020, an estimated $4K.
  • Flagship Harbor Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q2 2018 and held it in 3 quarters.
  • Flagship Harbor Advisors's iShares Emerging Markets Dividend ETF position peaked at $6K in Q3 2018.
  • 136 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.