Jim Simons’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Jim Simons’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	-10,100	Closed	-$248K	–	4002
2023 Q1	$248K	Sell	10,100 -6,416	-39%	-$160K	﹤0.01%	3191
2022 Q4	$398K	Buy	+16,516	New	+$395K	﹤0.01%	3084
2022 Q3	–	Sell	-17,370	Closed	-$462K	–	4092
2022 Q2	$462K	Sell	17,370 -17,430	-50%	-$522K	﹤0.01%	3206
2022 Q1	$1.14M	Buy	+34,800	New	+$1.27M	﹤0.01%	2652
2021 Q4	–	Sell	-11,900	Closed	-$463K	–	3967
2021 Q3	$463K	Buy	+11,900	New	+$461K	﹤0.01%	2918
2020 Q1	–	Sell	-6,982	Closed	-$284K	–	3509
2019 Q4	$284K	Buy	+6,982	New	+$270K	﹤0.01%	3085
2018 Q2	–	Sell	-7,300	Closed	-$317K	–	3314
2018 Q1	$317K	Sell	7,300 -2,000	-22%	-$87.7K	﹤0.01%	3062
2017 Q4	$389K	Buy	+9,300	New	+$386K	﹤0.01%	2943

Other funds holding DVYE

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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

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

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

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

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

UCFA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Jim Simons's DVYE Position: Q2 2023 in Review

Jim Simons sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2023, closing a stake of 10,100 shares — an estimated $248K sold.

Jim Simons first reported a position in DVYE in Q4 2017 and held it in 8 quarters. The position peaked at $1.14M in Q1 2022. 130 funds tracked by Wall St. Rank hold DVYE as of Q2 2023.

Jim Simons reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2023 after selling out during the quarter.
Jim Simons sold 10,100 iShares Emerging Markets Dividend ETF shares in Q2 2023, an estimated $248K.
Jim Simons first reported a position in iShares Emerging Markets Dividend ETF in Q4 2017 and held it in 8 quarters.
Jim Simons's iShares Emerging Markets Dividend ETF position peaked at $1.14M in Q1 2022.
130 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2023.

Based on Renaissance Technologies's 13F filing for Q2 2023, filed 11 Aug 2023.