Wealthcare Advisory Partners’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Wealthcare Advisory Partners’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	-889	Closed	-$35K	–	878
2021 Q1	$35K	Buy	+889	New	+$34.3K	﹤0.01%	997
2020 Q2	–	Sell	-4,330	Closed	-$122K	–	577
2020 Q1	$122K	Buy	4,330 +4,226	+4,063%	+$154K	0.02%	336
2019 Q4	$4K	Buy	+104	New	+$4.02K	﹤0.01%	1136

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

Wealthcare Advisory Partners's DVYE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2021, closing a stake of 889 shares — an estimated $35K sold.

Wealthcare Advisory Partners first reported a position in DVYE in Q4 2019 and held it in 3 quarters. The position peaked at $122K in Q1 2020. 145 funds tracked by Wall St. Rank hold DVYE as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 889 iShares Emerging Markets Dividend ETF shares in Q2 2021, an estimated $35K.
Wealthcare Advisory Partners first reported a position in iShares Emerging Markets Dividend ETF in Q4 2019 and held it in 3 quarters.
Wealthcare Advisory Partners's iShares Emerging Markets Dividend ETF position peaked at $122K in Q1 2020.
145 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.