Genesis Wealth Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Genesis Wealth 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
2015 Q2	$7.66K	Hold	185	–	–	0.01%	366
2015 Q1	$7.69K	Hold	185	–	–	0.01%	366
2014 Q4	$8.04K	Buy	+185	New	+$8.05K	0.01%	392

Other funds holding DVYE

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

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

AWS

Aris Wealth Services State College, Pennsylvania $47.7M AUM 10.11% 1-Year Est. Return

SEIA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Genesis Wealth Advisors's DVYE Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q2 2015 at 185 shares worth $7.66K. The position accounts for 0.01% of the portfolio, ranked #366.

Genesis Wealth Advisors first reported a position in DVYE in Q4 2014 and has held it in 3 quarters since. The position peaked at $8.04K in Q4 2014. 44 funds tracked by Wall St. Rank hold DVYE as of Q2 2015.

Genesis Wealth Advisors held 185 shares of iShares Emerging Markets Dividend ETF worth $7.66K as of Q2 2015.
Genesis Wealth Advisors left its iShares Emerging Markets Dividend ETF share count unchanged in Q2 2015.
iShares Emerging Markets Dividend ETF made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #366 holding.
Genesis Wealth Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's iShares Emerging Markets Dividend ETF position peaked at $8.04K in Q4 2014.
44 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.