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Simplicity Solutions’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Simplicity Solutions’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
-9,935
Closed -$299K – 942
2020
Q3 		$299K Buy
+9,935
New +$317K 0.01% 720

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

Simplicity Solutions's DVYE Position: Q4 2020 in Review

Simplicity Solutions sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2020, closing a stake of 9,935 shares — an estimated $299K sold.

Simplicity Solutions first reported a position in DVYE in Q3 2020 and held it in 1 quarter. The position peaked at $299K in Q3 2020. 137 funds tracked by Wall St. Rank hold DVYE as of Q4 2020.

  • Simplicity Solutions reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Simplicity Solutions sold 9,935 iShares Emerging Markets Dividend ETF shares in Q4 2020, an estimated $299K.
  • Simplicity Solutions first reported a position in iShares Emerging Markets Dividend ETF in Q3 2020 and held it in 1 quarter.
  • Simplicity Solutions's iShares Emerging Markets Dividend ETF position peaked at $299K in Q3 2020.
  • 137 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.