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

PrairieView 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
2024 Q3	–	Sell	-626	Closed	-$17K	–	372
2024 Q2	$17K	Hold	626	–	–	﹤0.01%	266
2024 Q1	$17K	Hold	626	–	–	﹤0.01%	253
2023 Q4	$17K	Hold	626	–	–	﹤0.01%	250
2023 Q3	$14K	Hold	626	–	–	﹤0.01%	261
2023 Q2	$15K	Hold	626	–	–	﹤0.01%	290
2023 Q1	$15K	Hold	626	–	–	﹤0.01%	273
2022 Q4	$15K	Hold	626	–	–	﹤0.01%	285
2022 Q3	$14K	Hold	626	–	–	﹤0.01%	279
2022 Q2	$17K	Hold	626	–	–	﹤0.01%	283
2022 Q1	$20K	Hold	626	–	–	﹤0.01%	277
2021 Q4	$24K	Hold	626	–	–	﹤0.01%	271
2021 Q3	$24K	Hold	626	–	–	﹤0.01%	219
2021 Q2	$24K	Hold	626	–	–	﹤0.01%	211
2021 Q1	$25K	Sell	626 -116	-16%	-$4.48K	﹤0.01%	207
2020 Q4	$28K	Hold	742	–	–	﹤0.01%	192
2020 Q3	$22K	Hold	742	–	–	﹤0.01%	191
2020 Q2	$23K	Hold	742	–	–	0.01%	186
2020 Q1	$21K	Buy	+742	New	+$27K	0.01%	178

Other funds holding DVYE

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PrairieView Partners's DVYE Position: Q3 2024 in Review

PrairieView Partners sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2024, closing a stake of 626 shares — an estimated $17K sold.

PrairieView Partners first reported a position in DVYE in Q1 2020 and held it in 18 quarters. The position peaked at $28K in Q4 2020. 149 funds tracked by Wall St. Rank hold DVYE as of Q3 2024.

PrairieView Partners reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2024 after selling out during the quarter.
PrairieView Partners sold 626 iShares Emerging Markets Dividend ETF shares in Q3 2024, an estimated $17K.
PrairieView Partners first reported a position in iShares Emerging Markets Dividend ETF in Q1 2020 and held it in 18 quarters.
PrairieView Partners's iShares Emerging Markets Dividend ETF position peaked at $28K in Q4 2020.
149 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2024.

Based on PrairieView Partners's 13F filing for Q3 2024, filed 18 Oct 2024.