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KCS Wealth Advisory’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-3,787
Closed -$142K – 206
2019
Q3 		$142K Buy
+3,787
New +$148K 0.1% 171

Other funds holding DVYE

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KCS Wealth Advisory's DVYE Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2019, closing a stake of 3,787 shares — an estimated $142K sold.

KCS Wealth Advisory first reported a position in DVYE in Q3 2019 and held it in 1 quarter. The position peaked at $142K in Q3 2019. 121 funds tracked by Wall St. Rank hold DVYE as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 3,787 iShares Emerging Markets Dividend ETF shares in Q4 2019, an estimated $142K.
  • KCS Wealth Advisory first reported a position in iShares Emerging Markets Dividend ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares Emerging Markets Dividend ETF position peaked at $142K in Q3 2019.
  • 121 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.