M
DVYE icon

MOTCO’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

MOTCO’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
2017
Q2 		– Sell
-375
Closed -$15K – 598
2017
Q1 		$15K Buy
+375
New +$14.3K ﹤0.01% 448

Other funds holding DVYE

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

MOTCO's DVYE Position: Q2 2017 in Review

MOTCO sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2017, closing a stake of 375 shares — an estimated $15K sold.

MOTCO first reported a position in DVYE in Q1 2017 and held it in 1 quarter. The position peaked at $15K in Q1 2017. 62 funds tracked by Wall St. Rank hold DVYE as of Q2 2017.

  • MOTCO reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2017 after selling out during the quarter.
  • MOTCO sold 375 iShares Emerging Markets Dividend ETF shares in Q2 2017, an estimated $15K.
  • MOTCO first reported a position in iShares Emerging Markets Dividend ETF in Q1 2017 and held it in 1 quarter.
  • MOTCO's iShares Emerging Markets Dividend ETF position peaked at $15K in Q1 2017.
  • 62 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2017.

Based on MOTCO's 13F filing for Q2 2017, filed 8 Aug 2017.