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

Lake Point 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
2022
Q1 		– Sell
-187
Closed -$7K – 435
2021
Q4 		$7K Buy
+187
New +$7.23K ﹤0.01% 214

Other funds holding DVYE

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KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lake Point Wealth Management's DVYE Position: Q1 2022 in Review

Lake Point Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2022, closing a stake of 187 shares — an estimated $7K sold.

Lake Point Wealth Management first reported a position in DVYE in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 140 funds tracked by Wall St. Rank hold DVYE as of Q1 2022.

  • Lake Point Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 187 iShares Emerging Markets Dividend ETF shares in Q1 2022, an estimated $7K.
  • Lake Point Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $7K in Q4 2021.
  • 140 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.