Sterling Financial Planning’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Sterling Financial Planning’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 Q4	–	Sell	-915	Closed	-$36K	–	183
2021 Q3	$36K	Hold	915	–	–	0.02%	215
2021 Q2	$36K	Hold	915	–	–	0.02%	202
2021 Q1	$36K	Sell	915 -102	-10%	-$3.94K	0.03%	181
2020 Q4	$38K	Buy	+1,017	New	+$34.1K	0.03%	160

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SEIA

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

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

Sterling Financial Planning's DVYE Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2021, closing a stake of 915 shares — an estimated $36K sold.

Sterling Financial Planning first reported a position in DVYE in Q4 2020 and held it in 4 quarters. The position peaked at $38K in Q4 2020. 155 funds tracked by Wall St. Rank hold DVYE as of Q4 2021.

Sterling Financial Planning reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 915 iShares Emerging Markets Dividend ETF shares in Q4 2021, an estimated $36K.
Sterling Financial Planning first reported a position in iShares Emerging Markets Dividend ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's iShares Emerging Markets Dividend ETF position peaked at $38K in Q4 2020.
155 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.