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Sonora Investment Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Sonora Investment Management’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
Q3 		– Sell
-690
Closed -$27K – 1083
2021
Q2 		$27K Buy
+690
New +$27.5K ﹤0.01% 513

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sonora Investment Management's DVYE Position: Q3 2021 in Review

Sonora Investment Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2021, closing a stake of 690 shares — an estimated $27K sold.

Sonora Investment Management first reported a position in DVYE in Q2 2021 and held it in 1 quarter. The position peaked at $27K in Q2 2021. 146 funds tracked by Wall St. Rank hold DVYE as of Q3 2021.

  • Sonora Investment Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2021 after selling out during the quarter.
  • Sonora Investment Management sold 690 iShares Emerging Markets Dividend ETF shares in Q3 2021, an estimated $27K.
  • Sonora Investment Management first reported a position in iShares Emerging Markets Dividend ETF in Q2 2021 and held it in 1 quarter.
  • Sonora Investment Management's iShares Emerging Markets Dividend ETF position peaked at $27K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.