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

Empirical 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	-8,182	Closed	-$234K	–	813
2025 Q2	$234K	Buy	+8,182	New	+$225K	0.01%	590
2023 Q1	–	Sell	-8,359	Closed	-$202K	–	473
2022 Q4	$202K	Sell	8,359 -4,861	-37%	-$116K	0.01%	438
2022 Q3	$300K	Buy	13,220 +1,595	+14%	+$40.6K	0.02%	375
2022 Q2	$309K	Sell	11,625 -4,285	-27%	-$128K	0.02%	381
2022 Q1	$520K	Hold	15,910	–	–	0.03%	323
2021 Q4	$613K	Hold	15,910	–	–	0.03%	300
2021 Q3	$619K	Buy	15,910 +585	+4%	+$22.7K	0.04%	257
2021 Q2	$595K	Sell	15,325 -250	-2%	-$9.97K	0.04%	267
2021 Q1	$610K	Sell	15,575 -4,500	-22%	-$174K	0.05%	220
2020 Q4	$747K	Buy	20,075 +1,855	+10%	+$62.2K	0.06%	191
2020 Q3	$549K	Hold	18,220	–	–	0.05%	197
2020 Q2	$571K	Buy	18,220 +3,821	+27%	+$118K	0.05%	190
2020 Q1	$405K	Buy	+14,399	New	+$524K	0.04%	214
2019 Q3	–	Sell	-5,842	Closed	-$238K	–	290
2019 Q2	$238K	Buy	+5,842	New	+$234K	0.03%	231

Other funds holding DVYE

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Empirical Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2025, closing a stake of 8,182 shares — an estimated $234K sold.

Empirical Wealth Management first reported a position in DVYE in Q2 2019 and held it in 14 quarters. The position peaked at $747K in Q4 2020. 170 funds tracked by Wall St. Rank hold DVYE as of Q3 2025.

Empirical Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2025 after selling out during the quarter.
Empirical Wealth Management sold 8,182 iShares Emerging Markets Dividend ETF shares in Q3 2025, an estimated $234K.
Empirical Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q2 2019 and held it in 14 quarters.
Empirical Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $747K in Q4 2020.
170 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.