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Diversify Advisory Services’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Diversify Advisory Services’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
-7,321
Closed -$218K – 886
2025
Q2 		$218K Buy
+7,321
New +$202K 0.01% 767

Other funds holding DVYE

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Bank of America
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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

Diversify Advisory Services's DVYE Position: Q3 2025 in Review

Diversify Advisory Services sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2025, closing a stake of 7,321 shares — an estimated $218K sold.

Diversify Advisory Services first reported a position in DVYE in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 170 funds tracked by Wall St. Rank hold DVYE as of Q3 2025.

  • Diversify Advisory Services reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 7,321 iShares Emerging Markets Dividend ETF shares in Q3 2025, an estimated $218K.
  • Diversify Advisory Services first reported a position in iShares Emerging Markets Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Diversify Advisory Services's iShares Emerging Markets Dividend ETF position peaked at $218K in Q2 2025.
  • 170 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.