Sage Advisory Services’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Sage Advisory Services’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 Q2	–	Sell	-5,994	Closed	-$235K	–	55
2021 Q1	$235K	Buy	+5,994	New	+$231K	0.06%	50
2020 Q4	–	Sell	-22,629	Closed	-$680K	–	52
2020 Q3	$680K	Buy	22,629 +2,666	+13%	+$85.1K	0.22%	45
2020 Q2	$624K	Buy	19,963 +6,338	+47%	+$196K	0.2%	44
2020 Q1	$384K	Buy	+13,625	New	+$496K	0.15%	39

Other funds holding DVYE

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Sage Advisory Services's DVYE Position: Q2 2021 in Review

Sage Advisory Services sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2021, closing a stake of 5,994 shares — an estimated $235K sold.

Sage Advisory Services first reported a position in DVYE in Q1 2020 and held it in 4 quarters. The position peaked at $680K in Q3 2020. 145 funds tracked by Wall St. Rank hold DVYE as of Q2 2021.

Sage Advisory Services reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2021 after selling out during the quarter.
Sage Advisory Services sold 5,994 iShares Emerging Markets Dividend ETF shares in Q2 2021, an estimated $235K.
Sage Advisory Services first reported a position in iShares Emerging Markets Dividend ETF in Q1 2020 and held it in 4 quarters.
Sage Advisory Services's iShares Emerging Markets Dividend ETF position peaked at $680K in Q3 2020.
145 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2021.

Based on Sage Advisory Services's 13F filing for Q2 2021, filed 14 Jul 2021.