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

Fortis 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
2023
Q2 		– Sell
-6
Closed -$147 – 246
2023
Q1 		$147 Hold
6
– – ﹤0.01% 647
2022
Q4 		$145 Buy
+6
New +$143 ﹤0.01% 657

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BlackRock
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
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

Fortis Capital Advisors's DVYE Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2023, closing a stake of 6 shares — an estimated $147 sold.

Fortis Capital Advisors first reported a position in DVYE in Q4 2022 and held it in 2 quarters. The position peaked at $147 in Q1 2023. 129 funds tracked by Wall St. Rank hold DVYE as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 6 iShares Emerging Markets Dividend ETF shares in Q2 2023, an estimated $147.
  • Fortis Capital Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares Emerging Markets Dividend ETF position peaked at $147 in Q1 2023.
  • 129 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2023.

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