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

Meridian Wealth Partners’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
2021
Q2 		– Sell
-130
Closed -$5K – 420
2021
Q1 		$5K Buy
+130
New +$5.02K ﹤0.01% 670

Other funds holding DVYE

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KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
UBS Group
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Meridian Wealth Partners's DVYE Position: Q2 2021 in Review

Meridian Wealth Partners sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2021, closing a stake of 130 shares — an estimated $5K sold.

Meridian Wealth Partners first reported a position in DVYE in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 145 funds tracked by Wall St. Rank hold DVYE as of Q2 2021.

  • Meridian Wealth Partners reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 130 iShares Emerging Markets Dividend ETF shares in Q2 2021, an estimated $5K.
  • Meridian Wealth Partners first reported a position in iShares Emerging Markets Dividend ETF in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's iShares Emerging Markets Dividend ETF position peaked at $5K in Q1 2021.
  • 145 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.