Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	–	Sell	-105	Closed	-$4K	–	654
2021 Q4	$4K	Hold	105	–	–	﹤0.01%	666
2021 Q3	$4K	Hold	105	–	–	﹤0.01%	669
2021 Q2	$4K	Buy	+105	New	+$4.19K	﹤0.01%	761
2021 Q1	–	Sell	-105	Closed	-$4K	–	417
2020 Q4	$4K	Hold	105	–	–	﹤0.01%	709
2020 Q3	$3K	Hold	105	–	–	﹤0.01%	558
2020 Q2	$3K	Hold	105	–	–	﹤0.01%	552
2020 Q1	$3K	Hold	105	–	–	﹤0.01%	605
2019 Q4	$4K	Hold	105	–	–	﹤0.01%	615
2019 Q3	$4K	Buy	+105	New	+$4.12K	﹤0.01%	611

Other funds holding DVYE

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Loring Wolcott & Coolidge Fiduciary Advisors's DVYE Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2022, closing a stake of 105 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DVYE in Q3 2019 and held it in 9 quarters. The position peaked at $4K in Q4 2021. 140 funds tracked by Wall St. Rank hold DVYE as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 105 iShares Emerging Markets Dividend ETF shares in Q1 2022, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q3 2019 and held it in 9 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Emerging Markets Dividend ETF position peaked at $4K in Q4 2021.
140 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.