UBV
DVYE icon

United Bank (Virginia)’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

United Bank (Virginia)’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
Q1 		– Sell
-7,194
Closed -$268K – 176
2020
Q4 		$268K Sell
7,194
-5,471
-43% -$183K 0.04% 143
2020
Q3 		$381K Sell
12,665
-29,905
-70% -$955K 0.07% 104
2020
Q2 		$1.33M Sell
42,570
-100
-0.2% -$3.1K 0.24% 57
2020
Q1 		$1.2M Sell
42,670
-50,975
-54% -$1.86M 0.26% 54
2019
Q4 		$3.8M Buy
93,645
+4,628
+5% +$179K 0.66% 33
2019
Q3 		$3.33M Sell
89,017
-56,354
-39% -$2.21M 0.61% 34
2019
Q2 		$5.93M Buy
145,371
+100,568
+224% +$4.03M 0.99% 29
2019
Q1 		$1.8M Sell
44,803
-6,052
-12% -$245K 0.32% 50
2018
Q4 		$1.9M Buy
50,855
+10,644
+26% +$406K 0.4% 43
2018
Q3 		$1.56M Buy
40,211
+13,294
+49% +$528K 0.33% 45
2018
Q2 		$1.06M Buy
26,917
+16,300
+154% +$674K 0.25% 52
2018
Q1 		$460K Buy
+10,617
New +$465K 0.11% 81

Other funds holding DVYE

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

United Bank (Virginia)'s DVYE Position: Q1 2021 in Review

United Bank (Virginia) sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2021, closing a stake of 7,194 shares — an estimated $268K sold.

United Bank (Virginia) first reported a position in DVYE in Q1 2018 and held it in 12 quarters. The position peaked at $5.93M in Q2 2019. 151 funds tracked by Wall St. Rank hold DVYE as of Q1 2021.

  • United Bank (Virginia) reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • United Bank (Virginia) sold 7,194 iShares Emerging Markets Dividend ETF shares in Q1 2021, an estimated $268K.
  • United Bank (Virginia) first reported a position in iShares Emerging Markets Dividend ETF in Q1 2018 and held it in 12 quarters.
  • United Bank (Virginia)'s iShares Emerging Markets Dividend ETF position peaked at $5.93M in Q2 2019.
  • 151 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2021.

Based on United Bank (Virginia)'s 13F filing for Q1 2021, filed 23 Apr 2021.