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

Avior 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
2026
Q2 		– Sell
-15,603
Closed -$536K – 822
2026
Q1 		$536K Buy
15,603
+6,458
+71% +$218K 0.02% 516
2025
Q4 		$285K Buy
+9,145
New +$280K 0.01% 627

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Avior Wealth Management's DVYE Position: Q2 2026 in Review

Avior Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2026, closing a stake of 15,603 shares — an estimated $536K sold.

Avior Wealth Management first reported a position in DVYE in Q4 2025 and held it in 2 quarters. The position peaked at $536K in Q1 2026. 203 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Avior Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 15,603 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $536K.
  • Avior Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2025 and held it in 2 quarters.
  • Avior Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $536K in Q1 2026.
  • 203 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.