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

MBE 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
Q2 		– Sell
-4,039
Closed -$113K – 174
2020
Q1 		$113K Buy
+4,039
New +$147K 0.11% 65

Other funds holding DVYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MBE Wealth Management's DVYE Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2020, closing a stake of 4,039 shares — an estimated $113K sold.

MBE Wealth Management first reported a position in DVYE in Q1 2020 and held it in 1 quarter. The position peaked at $113K in Q1 2020. 124 funds tracked by Wall St. Rank hold DVYE as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 4,039 iShares Emerging Markets Dividend ETF shares in Q2 2020, an estimated $113K.
  • MBE Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $113K in Q1 2020.
  • 124 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.