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

Perigon 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
2021
Q1 		– Sell
-616
Closed -$23K – 635
2020
Q4 		$23K Buy
+616
New +$20.6K ﹤0.01% 993

Other funds holding DVYE

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Perigon Wealth Management's DVYE Position: Q1 2021 in Review

Perigon Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2021, closing a stake of 616 shares — an estimated $23K sold.

Perigon Wealth Management first reported a position in DVYE in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 151 funds tracked by Wall St. Rank hold DVYE as of Q1 2021.

  • Perigon Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 616 iShares Emerging Markets Dividend ETF shares in Q1 2021, an estimated $23K.
  • Perigon Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $23K in Q4 2020.
  • 151 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.