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Powell Investment Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Powell Investment Advisors’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
-8,164
Closed -$230K – 113
2020
Q1 		$230K Buy
+8,164
New +$297K 0.28% 71

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

Powell Investment Advisors's DVYE Position: Q2 2020 in Review

Powell Investment Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2020, closing a stake of 8,164 shares — an estimated $230K sold.

Powell Investment Advisors first reported a position in DVYE in Q1 2020 and held it in 1 quarter. The position peaked at $230K in Q1 2020. 124 funds tracked by Wall St. Rank hold DVYE as of Q2 2020.

  • Powell Investment Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 8,164 iShares Emerging Markets Dividend ETF shares in Q2 2020, an estimated $230K.
  • Powell Investment Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q1 2020 and held it in 1 quarter.
  • Powell Investment Advisors's iShares Emerging Markets Dividend ETF position peaked at $230K in Q1 2020.
  • 124 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2020.

Based on Powell Investment Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.