BWP
DVYE icon

Balboa Wealth Partners’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Balboa Wealth Partners’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
Q1 		– Sell
-8,909
Closed -$278K – 464
2025
Q4 		$278K Sell
8,909
-650
-7% -$19.9K 0.05% 306
2025
Q3 		$284K Sell
9,559
-4,250
-31% -$125K 0.05% 284
2025
Q2 		$396K Buy
13,809
+233
+2% +$6.42K 0.08% 196
2025
Q1 		$370K Sell
13,576
-10,615
-44% -$283K 0.09% 166
2024
Q4 		$625K Sell
24,191
-9,786
-29% -$271K 0.14% 119
2024
Q3 		$975K Sell
33,977
-28
-0.1% -$764 0.24% 77
2024
Q2 		$924K Buy
34,005
+6,281
+23% +$173K 0.24% 78
2024
Q1 		$725K Buy
27,724
+63
+0.2% +$1.65K 0.21% 86
2023
Q4 		$733K Buy
+27,661
New +$686K 0.24% 79
2023
Q2 		– Sell
-8,644
Closed -$212K – 310
2023
Q1 		$212K Buy
+8,644
New +$216K 0.08% 219

Other funds holding DVYE

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Balboa Wealth Partners's DVYE Position: Q1 2026 in Review

Balboa Wealth Partners sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2026, closing a stake of 8,909 shares — an estimated $278K sold.

Balboa Wealth Partners first reported a position in DVYE in Q1 2023 and held it in 10 quarters. The position peaked at $975K in Q3 2024. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Balboa Wealth Partners reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 8,909 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $278K.
  • Balboa Wealth Partners first reported a position in iShares Emerging Markets Dividend ETF in Q1 2023 and held it in 10 quarters.
  • Balboa Wealth Partners's iShares Emerging Markets Dividend ETF position peaked at $975K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.