Angeles Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Angeles Wealth 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
2025 Q4	–	Sell	-5,797	Closed	-$172K	–	470
2025 Q3	$172K	Hold	5,797	–	–	0.01%	344
2025 Q2	$166K	Hold	5,797	–	–	0.01%	344
2025 Q1	$158K	Hold	5,797	–	–	0.01%	291
2024 Q4	$150K	Hold	5,797	–	–	0.01%	307
2024 Q3	$166K	Hold	5,797	–	–	0.01%	267
2024 Q2	$158K	Hold	5,797	–	–	0.01%	233
2024 Q1	$152K	Hold	5,797	–	–	0.02%	230
2023 Q4	$154K	Hold	5,797	–	–	0.02%	203
2023 Q3	$138K	Hold	5,797	–	–	0.02%	178
2023 Q2	$142K	Hold	5,797	–	–	0.02%	184
2023 Q1	$142K	Hold	5,797	–	–	0.02%	177
2022 Q4	$140K	Hold	5,797	–	–	0.02%	177
2022 Q3	$131K	Buy	5,797 +921	+19%	+$23.5K	0.03%	177
2022 Q2	$130K	Buy	+4,876	New	+$146K	0.03%	170

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AOI

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Angeles Wealth Management's DVYE Position: Q4 2025 in Review

Angeles Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2025, closing a stake of 5,797 shares — an estimated $172K sold.

Angeles Wealth Management first reported a position in DVYE in Q2 2022 and held it in 14 quarters. The position peaked at $172K in Q3 2025. 185 funds tracked by Wall St. Rank hold DVYE as of Q4 2025.

Angeles Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2025 after selling out during the quarter.
Angeles Wealth Management sold 5,797 iShares Emerging Markets Dividend ETF shares in Q4 2025, an estimated $172K.
Angeles Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q2 2022 and held it in 14 quarters.
Angeles Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $172K in Q3 2025.
185 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.