Horst & Graben Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Horst & Graben Wealth Management’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
2021 Q1	–	Sell	-7,053	Closed	-$263K	–	130
2020 Q4	$263K	Sell	7,053 -1,488	-17%	-$49.9K	0.09%	96
2020 Q3	$257K	Sell	8,541 -9,038	-51%	-$288K	0.1%	98
2020 Q2	$551K	Sell	17,579 -7,359	-30%	-$228K	0.24%	51
2020 Q1	$702K	Buy	+24,938	New	+$908K	0.37%	37

Other funds holding DVYE

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

SEIA

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

Horst & Graben Wealth Management's DVYE Position: Q1 2021 in Review

Horst & Graben Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2021, closing a stake of 7,053 shares — an estimated $263K sold.

Horst & Graben Wealth Management first reported a position in DVYE in Q1 2020 and held it in 4 quarters. The position peaked at $702K in Q1 2020. 151 funds tracked by Wall St. Rank hold DVYE as of Q1 2021.

Horst & Graben Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2021 after selling out during the quarter.
Horst & Graben Wealth Management sold 7,053 iShares Emerging Markets Dividend ETF shares in Q1 2021, an estimated $263K.
Horst & Graben Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q1 2020 and held it in 4 quarters.
Horst & Graben Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $702K in Q1 2020.
151 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2021.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2021, filed 20 Apr 2021.