VWA
DVYE icon

Visionary Wealth Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Visionary Wealth 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
Q3 		– Sell
-18,453
Closed -$717K – 331
2021
Q2 		$717K Sell
18,453
-65
-0.4% -$2.59K 0.07% 164
2021
Q1 		$726K Buy
18,518
+7,229
+64% +$279K 0.08% 168
2020
Q4 		$420K Buy
11,289
+1,436
+15% +$48.1K 0.05% 200
2020
Q3 		$297K Buy
+9,853
New +$314K 0.04% 192

Other funds holding DVYE

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
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

Visionary Wealth Advisors's DVYE Position: Q3 2021 in Review

Visionary Wealth Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2021, closing a stake of 18,453 shares — an estimated $717K sold.

Visionary Wealth Advisors first reported a position in DVYE in Q3 2020 and held it in 4 quarters. The position peaked at $726K in Q1 2021. 146 funds tracked by Wall St. Rank hold DVYE as of Q3 2021.

  • Visionary Wealth Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 18,453 iShares Emerging Markets Dividend ETF shares in Q3 2021, an estimated $717K.
  • Visionary Wealth Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q3 2020 and held it in 4 quarters.
  • Visionary Wealth Advisors's iShares Emerging Markets Dividend ETF position peaked at $726K in Q1 2021.
  • 146 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2021.

Based on Visionary Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.