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tru Independence’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

tru Independence’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
2020
Q4 		– Sell
-1,490
Closed -$45K – 776
2020
Q3 		$45K Buy
+1,490
New +$47.6K 0.01% 218

Other funds holding DVYE

Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

tru Independence's DVYE Position: Q4 2020 in Review

tru Independence sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2020, closing a stake of 1,490 shares — an estimated $45K sold.

tru Independence first reported a position in DVYE in Q3 2020 and held it in 1 quarter. The position peaked at $45K in Q3 2020. 137 funds tracked by Wall St. Rank hold DVYE as of Q4 2020.

  • tru Independence reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 1,490 iShares Emerging Markets Dividend ETF shares in Q4 2020, an estimated $45K.
  • tru Independence first reported a position in iShares Emerging Markets Dividend ETF in Q3 2020 and held it in 1 quarter.
  • tru Independence's iShares Emerging Markets Dividend ETF position peaked at $45K in Q3 2020.
  • 137 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.