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EP Wealth Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-6,261
Closed -$171K – 1432
2025
Q1 		$171K Sell
6,261
-4,538
-42% -$121K ﹤0.01% 1166
2024
Q4 		$279K Buy
+10,799
New +$299K ﹤0.01% 903
2022
Q1 		– Sell
-5,797
Closed -$223K – 644
2021
Q4 		$223K Buy
+5,797
New +$224K 0.01% 513

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's DVYE Position: Q2 2025 in Review

EP Wealth Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2025, closing a stake of 6,261 shares — an estimated $171K sold.

EP Wealth Advisors first reported a position in DVYE in Q4 2021 and held it in 3 quarters. The position peaked at $279K in Q4 2024. 163 funds tracked by Wall St. Rank hold DVYE as of Q2 2025.

  • EP Wealth Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 6,261 iShares Emerging Markets Dividend ETF shares in Q2 2025, an estimated $171K.
  • EP Wealth Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2021 and held it in 3 quarters.
  • EP Wealth Advisors's iShares Emerging Markets Dividend ETF position peaked at $279K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.