Summit Financial Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Summit Financial Group’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	-7,058	Closed	-$274K	–	205
2021 Q2	$274K	Hold	7,058	–	–	0.1%	172
2021 Q1	$277K	Sell	7,058 -356	-5%	-$13.7K	0.12%	154
2020 Q4	$276K	Hold	7,414	–	–	0.12%	136
2020 Q3	$223K	Hold	7,414	–	–	0.11%	140
2020 Q2	$232K	Hold	7,414	–	–	0.12%	138
2020 Q1	$209K	Hold	7,414	–	–	0.12%	130
2019 Q4	$301K	Hold	7,414	–	–	0.14%	121
2019 Q3	$277K	Buy	+7,414	New	+$291K	0.14%	126

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $6.3B AUM 14.68% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Summit Financial Group's DVYE Position: Q3 2021 in Review

Summit Financial Group sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2021, closing a stake of 7,058 shares — an estimated $274K sold.

Summit Financial Group first reported a position in DVYE in Q3 2019 and held it in 8 quarters. The position peaked at $301K in Q4 2019. 146 funds tracked by Wall St. Rank hold DVYE as of Q3 2021.

Summit Financial Group reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2021 after selling out during the quarter.
Summit Financial Group sold 7,058 iShares Emerging Markets Dividend ETF shares in Q3 2021, an estimated $274K.
Summit Financial Group first reported a position in iShares Emerging Markets Dividend ETF in Q3 2019 and held it in 8 quarters.
Summit Financial Group's iShares Emerging Markets Dividend ETF position peaked at $301K in Q4 2019.
146 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2021.

Based on Summit Financial Group's 13F filing for Q3 2021, filed 8 Oct 2021.