Samalin Investment Counsel’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Samalin Investment Counsel’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
2022 Q3	–	Sell	-28,914	Closed	-$769K	–	233
2022 Q2	$769K	Buy	28,914 +16,359	+130%	+$490K	0.54%	50
2022 Q1	$411K	Buy	12,555 +6,725	+115%	+$245K	0.25%	125
2021 Q4	$224K	Buy	+5,830	New	+$225K	0.13%	213
2020 Q1	–	Sell	-100	Closed	-$4K	–	231
2019 Q4	$4K	Buy	+100	New	+$3.87K	﹤0.01%	475

Other funds holding DVYE

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Samalin Investment Counsel's DVYE Position: Q3 2022 in Review

Samalin Investment Counsel sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2022, closing a stake of 28,914 shares — an estimated $769K sold.

Samalin Investment Counsel first reported a position in DVYE in Q4 2019 and held it in 4 quarters. The position peaked at $769K in Q2 2022. 112 funds tracked by Wall St. Rank hold DVYE as of Q3 2022.

Samalin Investment Counsel reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2022 after selling out during the quarter.
Samalin Investment Counsel sold 28,914 iShares Emerging Markets Dividend ETF shares in Q3 2022, an estimated $769K.
Samalin Investment Counsel first reported a position in iShares Emerging Markets Dividend ETF in Q4 2019 and held it in 4 quarters.
Samalin Investment Counsel's iShares Emerging Markets Dividend ETF position peaked at $769K in Q2 2022.
112 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2022.

Based on Samalin Investment Counsel's 13F filing for Q3 2022, filed 10 Nov 2022.