McKinley Carter Wealth Services’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

McKinley Carter Wealth Services’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 Q3	–	Sell	-73,809	Closed	-$1.96M	–	285
2022 Q2	$1.96M	Buy	73,809 +6,265	+9%	+$188K	0.17%	94
2022 Q1	$2.21M	Buy	67,544 +8,693	+15%	+$316K	0.17%	97
2021 Q4	$2.27M	Buy	58,851 +865	+1%	+$33.4K	0.17%	99
2021 Q3	$2.25M	Buy	57,986 +1,068	+2%	+$41.4K	0.18%	95
2021 Q2	$2.21M	Buy	56,918 +8,044	+16%	+$321K	0.18%	94
2021 Q1	$1.91M	Buy	+48,874	New	+$1.89M	0.16%	109

Other funds holding DVYE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEIA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

McKinley Carter Wealth Services's DVYE Position: Q3 2022 in Review

McKinley Carter Wealth Services sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2022, closing a stake of 73,809 shares — an estimated $1.96M sold.

McKinley Carter Wealth Services first reported a position in DVYE in Q1 2021 and held it in 6 quarters. The position peaked at $2.27M in Q4 2021. 112 funds tracked by Wall St. Rank hold DVYE as of Q3 2022.

McKinley Carter Wealth Services reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 73,809 iShares Emerging Markets Dividend ETF shares in Q3 2022, an estimated $1.96M.
McKinley Carter Wealth Services first reported a position in iShares Emerging Markets Dividend ETF in Q1 2021 and held it in 6 quarters.
McKinley Carter Wealth Services's iShares Emerging Markets Dividend ETF position peaked at $2.27M in Q4 2021.
112 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2022, filed 24 Oct 2022.