Advyzon Investment Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Advyzon Investment Management’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
2026 Q2	$517K	Sell	16,048 -895	-5%	-$30.8K	0.04%	465
2026 Q1	$582K	Buy	16,943 +3,158	+23%	+$107K	0.05%	349
2025 Q4	$430K	Buy	13,785 +1,827	+15%	+$55.9K	0.05%	359
2025 Q3	$355K	Buy	11,958 +175	+1%	+$5.16K	0.06%	289
2025 Q2	$338K	Buy	11,783 +2,268	+24%	+$62.5K	0.07%	254
2025 Q1	$260K	Buy	+9,515	New	+$254K	0.09%	212

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Advyzon Investment Management's DVYE Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 5.3% in Q2 2026, selling an estimated $30.8K and leaving 16,048 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #465.

Advyzon Investment Management first reported a position in DVYE in Q1 2025 and has held it in 6 quarters since. The position peaked at $582K in Q1 2026. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Advyzon Investment Management held 16,048 shares of iShares Emerging Markets Dividend ETF worth $517K as of Q2 2026.
Advyzon Investment Management sold 895 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $30.8K.
iShares Emerging Markets Dividend ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #465 holding.
Advyzon Investment Management first reported a position in iShares Emerging Markets Dividend ETF in Q1 2025 and has held it in 6 quarters since.
Advyzon Investment Management's iShares Emerging Markets Dividend ETF position peaked at $582K in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.