United Capital Financial Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
53,435
-7,952
| -13% | -$228K | 0.01% | 495 |
|
|
2025
Q1 | $1.68M | Sell |
61,387
-3,784
| -6% | -$103K | 0.01% | 460 |
|
|
2024
Q4 | $1.68M | Sell |
65,171
-4,423
| -6% | -$114K | 0.01% | 453 |
|
|
2024
Q3 | $2M | Sell |
69,594
-3,025
| -4% | -$86.8K | 0.02% | 419 |
|
|
2024
Q2 | $1.97M | Sell |
72,619
-8,953
| -11% | -$243K | 0.02% | 405 |
|
|
2024
Q1 | $2.13M | Sell |
81,572
-46,938
| -37% | -$1.23M | 0.02% | 413 |
|
|
2023
Q4 | $3.4M | Sell |
128,510
-368,490
| -74% | -$9.76M | 0.03% | 335 |
|
|
2023
Q3 | $11.8M | Sell |
497,000
-13,247
| -3% | -$316K | 0.08% | 211 |
|
|
2023
Q2 | $12.5M | Sell |
510,247
-630
| -0.1% | -$15.4K | 0.07% | 213 |
|
|
2023
Q1 | $12.5M | Buy |
510,877
+11,633
| +2% | +$285K | 0.07% | 211 |
|
|
2022
Q4 | $12M | Sell |
499,244
-26,213
| -5% | -$632K | 0.07% | 228 |
|
|
2022
Q3 | $11.9M | Buy |
525,457
+27,726
| +6% | +$629K | 0.07% | 218 |
|
|
2022
Q2 | $13.2M | Buy |
497,731
+19,848
| +4% | +$528K | 0.07% | 219 |
|
|
2022
Q1 | $15.6M | Buy |
477,883
+10,960
| +2% | +$358K | 0.08% | 219 |
|
|
2021
Q4 | $18M | Buy |
466,923
+17,753
| +4% | +$684K | 0.08% | 212 |
|
|
2021
Q3 | $17.5M | Buy |
449,170
+18,214
| +4% | +$709K | 0.09% | 204 |
|
|
2021
Q2 | $16.7M | Buy |
430,956
+31,680
| +8% | +$1.23M | 0.08% | 211 |
|
|
2021
Q1 | $15.6M | Buy |
399,276
+22,918
| +6% | +$898K | 0.09% | 213 |
|
|
2020
Q4 | $14M | Buy |
376,358
+15,944
| +4% | +$594K | 0.08% | 218 |
|
|
2020
Q3 | $10.9M | Buy |
360,414
+26,104
| +8% | +$786K | 0.07% | 235 |
|
|
2020
Q2 | $10.5M | Buy |
334,310
+681
| +0.2% | +$21.3K | 0.08% | 241 |
|
|
2020
Q1 | $9.39M | Buy |
333,629
+18,659
| +6% | +$525K | 0.08% | 245 |
|
|
2019
Q4 | $12.8M | Buy |
314,970
+13,656
| +5% | +$555K | 0.08% | 264 |
|
|
2019
Q3 | $11.3M | Buy |
301,314
+11,627
| +4% | +$435K | 0.08% | 273 |
|
|
2019
Q2 | $11.8M | Buy |
289,687
+5,190
| +2% | +$212K | 0.08% | 269 |
|
|
2019
Q1 | $11.4M | Buy |
284,497
+15,680
| +6% | +$631K | 0.08% | 268 |
|
|
2018
Q4 | $10.1M | Sell |
268,817
-5,335
| -2% | -$200K | 0.08% | 254 |
|
|
2018
Q3 | $10.7M | Buy |
274,152
+9,455
| +4% | +$368K | 0.08% | 290 |
|
|
2018
Q2 | $10.4M | Sell |
264,697
-215
| -0.1% | -$8.46K | 0.08% | 291 |
|
|
2018
Q1 | $11.5M | Buy |
264,912
+6,582
| +3% | +$285K | 0.09% | 262 |
|
|
2017
Q4 | $10.8M | Buy |
+258,330
| New | +$10.8M | 0.09% | 281 |
|