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

Liberty 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
2021 Q4	–	Sell	-621	Closed	-$24K	–	417
2021 Q3	$24K	Hold	621	–	–	0.01%	600
2021 Q2	$24K	Hold	621	–	–	0.01%	470
2021 Q1	$23K	Hold	621	–	–	0.01%	435
2020 Q4	$23K	Hold	621	–	–	0.01%	432
2020 Q3	$19K	Hold	621	–	–	0.01%	408
2020 Q2	$19K	Hold	621	–	–	0.01%	385
2020 Q1	$17K	Hold	621	–	–	0.01%	382
2019 Q4	$25K	Hold	621	–	–	0.02%	380
2019 Q3	$23K	Buy	+621	New	+$24.3K	0.02%	378

Other funds holding DVYE

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

Liberty Wealth Management's DVYE Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2021, closing a stake of 621 shares — an estimated $24K sold.

Liberty Wealth Management first reported a position in DVYE in Q3 2019 and held it in 9 quarters. The position peaked at $25K in Q4 2019. 155 funds tracked by Wall St. Rank hold DVYE as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 621 iShares Emerging Markets Dividend ETF shares in Q4 2021, an estimated $24K.
Liberty Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q3 2019 and held it in 9 quarters.
Liberty Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $25K in Q4 2019.
155 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.