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WealthOne’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-55
Closed -$2K – 189
2018
Q4 		$2K Buy
+55
New +$2.1K ﹤0.01% 554

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return

WealthOne's DVYE Position: Q1 2019 in Review

WealthOne sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2019, closing a stake of 55 shares — an estimated $2K sold.

WealthOne first reported a position in DVYE in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 112 funds tracked by Wall St. Rank hold DVYE as of Q1 2019.

  • WealthOne reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 55 iShares Emerging Markets Dividend ETF shares in Q1 2019, an estimated $2K.
  • WealthOne first reported a position in iShares Emerging Markets Dividend ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares Emerging Markets Dividend ETF position peaked at $2K in Q4 2018.
  • 112 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.