SHIM
DVYE icon

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

Stone House 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
2019
Q2 		– Sell
-644
Closed -$26K – 75
2019
Q1 		$26K Buy
+644
New +$26.1K 0.01% 122

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Stone House Investment Management's DVYE Position: Q2 2019 in Review

Stone House Investment Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2019, closing a stake of 644 shares — an estimated $26K sold.

Stone House Investment Management first reported a position in DVYE in Q1 2019 and held it in 1 quarter. The position peaked at $26K in Q1 2019. 111 funds tracked by Wall St. Rank hold DVYE as of Q2 2019.

  • Stone House Investment Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 644 iShares Emerging Markets Dividend ETF shares in Q2 2019, an estimated $26K.
  • Stone House Investment Management first reported a position in iShares Emerging Markets Dividend ETF in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's iShares Emerging Markets Dividend ETF position peaked at $26K in Q1 2019.
  • 111 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.