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

WFG 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
2017
Q2 		$181K Buy
4,511
+1,001
+29% +$40.3K 0.04% 390
2017
Q1 		$140K Buy
+3,510
New +$134K 0.04% 404
2014
Q4 		– Sell
-334
Closed -$15K – 2107
2014
Q3 		$15K Sell
334
-329
-50% -$16.1K ﹤0.01% 1367
2014
Q2 		$32K Buy
663
+500
+307% +$24.5K 0.01% 1076
2014
Q1 		$8K Buy
163
+38
+30% +$1.75K ﹤0.01% 1508
2013
Q4 		$6K Sell
125
-235
-65% -$11.8K ﹤0.01% 1704
2013
Q3 		$18K Buy
+360
New +$17.6K ﹤0.01% 1311

Other funds holding DVYE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

WFG Advisors's DVYE Position: Q2 2017 in Review

WFG Advisors increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 29% in Q2 2017, buying an estimated $40.3K and bringing the position to 4,511 shares worth $181K. The position accounts for 0.04% of the portfolio, ranked #390.

WFG Advisors first reported a position in DVYE in Q3 2013 and has held it in 7 quarters since. 62 funds tracked by Wall St. Rank hold DVYE as of Q2 2017.

  • WFG Advisors held 4,511 shares of iShares Emerging Markets Dividend ETF worth $181K as of Q2 2017.
  • WFG Advisors bought 1,001 iShares Emerging Markets Dividend ETF shares in Q2 2017, an estimated $40.3K.
  • iShares Emerging Markets Dividend ETF made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #390 holding.
  • WFG Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q3 2013 and has held it in 7 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.