MCWS
DVYE icon

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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return