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Planning Directions’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Planning Directions’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
2020
Q2 		– Sell
-9,812
Closed -$276K – 66
2020
Q1 		$276K Buy
+9,812
New +$357K 0.39% 48

Other funds holding DVYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Planning Directions's DVYE Position: Q2 2020 in Review

Planning Directions sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2020, closing a stake of 9,812 shares — an estimated $276K sold.

Planning Directions first reported a position in DVYE in Q1 2020 and held it in 1 quarter. The position peaked at $276K in Q1 2020. 124 funds tracked by Wall St. Rank hold DVYE as of Q2 2020.

  • Planning Directions reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Planning Directions sold 9,812 iShares Emerging Markets Dividend ETF shares in Q2 2020, an estimated $276K.
  • Planning Directions first reported a position in iShares Emerging Markets Dividend ETF in Q1 2020 and held it in 1 quarter.
  • Planning Directions's iShares Emerging Markets Dividend ETF position peaked at $276K in Q1 2020.
  • 124 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.