Spire Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Spire Wealth 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
2022 Q3	–	Sell	-446	Closed	-$12K	–	2276
2022 Q2	$12K	Sell	446 -2,575	-85%	-$77.1K	﹤0.01%	1852
2022 Q1	$99K	Buy	3,021 +2,274	+304%	+$82.7K	﹤0.01%	1165
2021 Q4	$29K	Buy	747 +289	+63%	+$11.2K	﹤0.01%	1959
2021 Q3	$18K	Hold	458	–	–	﹤0.01%	1891
2021 Q2	$18K	Hold	458	–	–	﹤0.01%	1910
2021 Q1	$18K	Buy	+458	New	+$17.7K	﹤0.01%	2187

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

Spire Wealth Management's DVYE Position: Q3 2022 in Review

Spire Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2022, closing a stake of 446 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in DVYE in Q1 2021 and held it in 6 quarters. The position peaked at $99K in Q1 2022. 112 funds tracked by Wall St. Rank hold DVYE as of Q3 2022.

Spire Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 446 iShares Emerging Markets Dividend ETF shares in Q3 2022, an estimated $12K.
Spire Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $99K in Q1 2022.
112 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.