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

Meridian 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
2024 Q4	–	Sell	-7,049	Closed	-$202K	–	637
2024 Q3	$202K	Buy	+7,049	New	+$192K	0.01%	608
2024 Q2	–	Sell	-23,567	Closed	-$617K	–	350
2024 Q1	$617K	Sell	23,567 -25,802	-52%	-$677K	0.1%	124
2023 Q4	$1.31M	Buy	+49,369	New	+$1.22M	0.08%	222
2019 Q2	–	Sell	-24,057	Closed	-$967K	–	539
2019 Q1	$967K	Buy	24,057 +1,398	+6%	+$56.6K	0.44%	46
2018 Q4	$848K	Buy	+22,659	New	+$864K	0.5%	46

Other funds holding DVYE

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Meridian Wealth Management's DVYE Position: Q4 2024 in Review

Meridian Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2024, closing a stake of 7,049 shares — an estimated $202K sold.

Meridian Wealth Management first reported a position in DVYE in Q4 2018 and held it in 5 quarters. The position peaked at $1.31M in Q4 2023. 145 funds tracked by Wall St. Rank hold DVYE as of Q4 2024.

Meridian Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2024 after selling out during the quarter.
Meridian Wealth Management sold 7,049 iShares Emerging Markets Dividend ETF shares in Q4 2024, an estimated $202K.
Meridian Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2018 and held it in 5 quarters.
Meridian Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $1.31M in Q4 2023.
145 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.