Gradient Investments’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Gradient Investments’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
2022 Q2	–	Sell	-277	Closed	-$9K	–	1252
2022 Q1	$9K	Buy	+277	New	+$10.1K	﹤0.01%	791
2018 Q4	–	Sell	-119	Closed	-$5K	–	956
2018 Q3	$5K	Sell	119 -55,833	-100%	-$2.22M	﹤0.01%	732
2018 Q2	$2.2M	Buy	55,952 +7,971	+17%	+$330K	0.12%	109
2018 Q1	$2.08M	Buy	47,981 +10,410	+28%	+$456K	0.11%	106
2017 Q4	$1.57M	Buy	37,571 +8,603	+30%	+$357K	0.09%	122
2017 Q3	$1.2M	Buy	28,968 +9,879	+52%	+$414K	0.08%	119
2017 Q2	$767K	Buy	19,089 +12,408	+186%	+$499K	0.05%	118
2017 Q1	$266K	Buy	6,681 +6,635	+14,424%	+$254K	0.02%	194
2016 Q4	$2K	Buy	+46	New	+$1.61K	﹤0.01%	615

Other funds holding DVYE

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SEIA

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Gradient Investments's DVYE Position: Q2 2022 in Review

Gradient Investments sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2022, closing a stake of 277 shares — an estimated $9K sold.

Gradient Investments first reported a position in DVYE in Q4 2016 and held it in 9 quarters. The position peaked at $2.2M in Q2 2018. 128 funds tracked by Wall St. Rank hold DVYE as of Q2 2022.

Gradient Investments reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2022 after selling out during the quarter.
Gradient Investments sold 277 iShares Emerging Markets Dividend ETF shares in Q2 2022, an estimated $9K.
Gradient Investments first reported a position in iShares Emerging Markets Dividend ETF in Q4 2016 and held it in 9 quarters.
Gradient Investments's iShares Emerging Markets Dividend ETF position peaked at $2.2M in Q2 2018.
128 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.