JWM
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JPL Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

JPL 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
2024
Q1 		– Sell
-38,927
Closed -$1.03M – 114
2023
Q4 		$1.03M Buy
+38,927
New +$966K 0.74% 65

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $362M AUM 15.97% 1-Year Est. Return

JPL Wealth Management's DVYE Position: Q1 2024 in Review

JPL Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2024, closing a stake of 38,927 shares — an estimated $1.03M sold.

JPL Wealth Management first reported a position in DVYE in Q4 2023 and held it in 1 quarter. The position peaked at $1.03M in Q4 2023. 146 funds tracked by Wall St. Rank hold DVYE as of Q1 2024.

  • JPL Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • JPL Wealth Management sold 38,927 iShares Emerging Markets Dividend ETF shares in Q1 2024, an estimated $1.03M.
  • JPL Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2023 and held it in 1 quarter.
  • JPL Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $1.03M in Q4 2023.
  • 146 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2024.

Based on JPL Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.