Valeo Financial Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Valeo Financial Advisors’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 Q2	–	Sell	-1,000	Closed	-$39K	–	853
2021 Q1	$39K	Hold	1,000	–	–	﹤0.01%	960
2020 Q4	$37K	Hold	1,000	–	–	﹤0.01%	873
2020 Q3	$30K	Hold	1,000	–	–	﹤0.01%	812
2020 Q2	$31K	Hold	1,000	–	–	﹤0.01%	899
2020 Q1	$30K	Buy	+1,000	New	+$36.4K	﹤0.01%	761

Other funds holding DVYE

MFG

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

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

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

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

UCFA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Valeo Financial Advisors's DVYE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2021, closing a stake of 1,000 shares — an estimated $39K sold.

Valeo Financial Advisors first reported a position in DVYE in Q1 2020 and held it in 5 quarters. The position peaked at $39K in Q1 2021. 145 funds tracked by Wall St. Rank hold DVYE as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,000 iShares Emerging Markets Dividend ETF shares in Q2 2021, an estimated $39K.
Valeo Financial Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q1 2020 and held it in 5 quarters.
Valeo Financial Advisors's iShares Emerging Markets Dividend ETF position peaked at $39K in Q1 2021.
145 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.