Lenox Wealth Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Lenox Wealth Advisors’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	$1.62M	Hold	48,650	–	–	0.2%	34
2021 Q4	$1.87M	Hold	48,650	–	–	0.22%	32
2021 Q3	$1.89M	Hold	48,650	–	–	0.24%	28
2021 Q2	$1.89M	Buy	+48,650	New	+$1.94M	0.24%	29

Other funds holding DVYE

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 New York $777B AUM 61.18% 1-Year Est. Return

Lenox Wealth Advisors's DVYE Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q1 2022 at 48,650 shares worth $1.62M. The position accounts for 0.2% of the portfolio, ranked #34.

Lenox Wealth Advisors first reported a position in DVYE in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.89M in Q3 2021. 140 funds tracked by Wall St. Rank hold DVYE as of Q1 2022.

Lenox Wealth Advisors held 48,650 shares of iShares Emerging Markets Dividend ETF worth $1.62M as of Q1 2022.
Lenox Wealth Advisors left its iShares Emerging Markets Dividend ETF share count unchanged in Q1 2022.
iShares Emerging Markets Dividend ETF made up 0.2% of Lenox Wealth Advisors's portfolio in Q1 2022, its #34 holding.
Lenox Wealth Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q2 2021 and has held it in 4 quarters since.
Lenox Wealth Advisors's iShares Emerging Markets Dividend ETF position peaked at $1.89M in Q3 2021.
140 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.