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

Keebeck 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
2020
Q1 		– Sell
-543
Closed -$22K – 195
2019
Q4 		$22K Buy
+543
New +$21K 0.01% 259

Other funds holding DVYE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Keebeck Wealth Management's DVYE Position: Q1 2020 in Review

Keebeck Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2020, closing a stake of 543 shares — an estimated $22K sold.

Keebeck Wealth Management first reported a position in DVYE in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 126 funds tracked by Wall St. Rank hold DVYE as of Q1 2020.

  • Keebeck Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 543 iShares Emerging Markets Dividend ETF shares in Q1 2020, an estimated $22K.
  • Keebeck Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Keebeck Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $22K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2020.

Based on Keebeck Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.