AOI
DVYE icon

Auto-Owners Insurance’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Auto-Owners Insurance’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 		$16.1M Sell
500,000
-320,000
-39% -$11M 0.36% 37
2026
Q1 		$28.2M Hold
820,000
– – 0.59% 33
2025
Q4 		$25.6M Buy
820,000
+320,000
+64% +$9.79M 0.54% 33
2025
Q3 		$14.8M Sell
500,000
-1,250,000
-71% -$36.8M 0.38% 40
2025
Q2 		$50.1M Sell
1,750,000
-812,310
-32% -$22.4M 1.12% 22
2025
Q1 		$301M Buy
2,562,310
+492,310
+24% +$13.1M 7.96% 2
2024
Q4 		$53.5M Buy
2,070,000
+320,000
+18% +$8.87M 1.22% 18
2024
Q3 		$50.2M Hold
1,750,000
– – 1.23% 21
2024
Q2 		$47.6M Hold
1,750,000
– – 1.26% 21
2024
Q1 		$45.8M Hold
1,750,000
– – 1.21% 21
2023
Q4 		$46.4M Hold
1,750,000
– – 1.4% 21
2023
Q3 		$41.7M Hold
1,750,000
– – 1.39% 21
2023
Q2 		$42.9M Hold
1,750,000
– – 1.39% 21
2023
Q1 		$42.9M Hold
1,750,000
– – 1.48% 20
2022
Q4 		$42.2M Buy
+1,750,000
New +$41.8M 1.54% 19

Other funds holding DVYE

PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return