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

Axxcess 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
Q3 		– Sell
-8,197
Closed -$235K – 936
2025
Q2 		$235K Buy
8,197
+124
+2% +$3.42K 0.01% 788
2025
Q1 		$220K Sell
8,073
-5,156
-39% -$137K 0.01% 785
2024
Q4 		$342K Sell
13,229
-1,628
-11% -$45.1K 0.01% 640
2024
Q3 		$426K Sell
14,857
-1,977
-12% -$54K 0.01% 587
2024
Q2 		$458K Sell
16,834
-66
-0.4% -$1.82K 0.01% 540
2024
Q1 		$442K Buy
16,900
+37
+0.2% +$971 0.01% 565
2023
Q4 		$447K Buy
+16,863
New +$418K 0.01% 547

Other funds holding DVYE

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Axxcess Wealth Management's DVYE Position: Q3 2025 in Review

Axxcess Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2025, closing a stake of 8,197 shares — an estimated $235K sold.

Axxcess Wealth Management first reported a position in DVYE in Q4 2023 and held it in 7 quarters. The position peaked at $458K in Q2 2024. 170 funds tracked by Wall St. Rank hold DVYE as of Q3 2025.

  • Axxcess Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,197 iShares Emerging Markets Dividend ETF shares in Q3 2025, an estimated $235K.
  • Axxcess Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2023 and held it in 7 quarters.
  • Axxcess Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $458K in Q2 2024.
  • 170 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.