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Schneider Downs Wealth Management Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Schneider Downs Wealth Management 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
Q4 		– Sell
-7,028
Closed -$212K – 98
2020
Q3 		$212K Hold
7,028
– – 0.07% 95
2020
Q2 		$220K Buy
+7,028
New +$218K 0.08% 87

Other funds holding DVYE

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's DVYE Position: Q4 2020 in Review

Schneider Downs Wealth Management Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2020, closing a stake of 7,028 shares — an estimated $212K sold.

Schneider Downs Wealth Management Advisors first reported a position in DVYE in Q2 2020 and held it in 2 quarters. The position peaked at $220K in Q2 2020. 137 funds tracked by Wall St. Rank hold DVYE as of Q4 2020.

  • Schneider Downs Wealth Management Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 7,028 iShares Emerging Markets Dividend ETF shares in Q4 2020, an estimated $212K.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q2 2020 and held it in 2 quarters.
  • Schneider Downs Wealth Management Advisors's iShares Emerging Markets Dividend ETF position peaked at $220K in Q2 2020.
  • 137 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2020.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.