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Financial Advocates Investment Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Financial Advocates Investment 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
-16,847
Closed -$483K – 207
2025
Q2 		$483K Sell
16,847
-1,221
-7% -$33.6K 0.04% 367
2025
Q1 		$493K Buy
18,068
+480
+3% +$12.8K 0.03% 426
2024
Q4 		$454K Buy
17,588
+252
+1% +$6.98K 0.03% 482
2024
Q3 		$498K Sell
17,336
-421
-2% -$11.5K 0.03% 458
2024
Q2 		$483K Buy
17,757
+236
+1% +$6.51K 0.03% 444
2024
Q1 		$458K Sell
17,521
-873
-5% -$22.9K 0.03% 471
2023
Q4 		$487K Buy
18,394
+1,537
+9% +$38.1K 0.03% 434
2023
Q3 		$402K Buy
16,857
+786
+5% +$19.5K 0.03% 462
2023
Q2 		$394K Buy
16,071
+1,393
+9% +$34.5K 0.03% 452
2023
Q1 		$360K Buy
14,678
+1,017
+7% +$25.4K 0.03% 501
2022
Q4 		$329K Buy
+13,661
New +$327K 0.02% 539

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 $30.4B AUM 27.51% 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 $445B AUM 25.58% 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

Financial Advocates Investment Management's DVYE Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2025, closing a stake of 16,847 shares — an estimated $483K sold.

Financial Advocates Investment Management first reported a position in DVYE in Q4 2022 and held it in 11 quarters. The position peaked at $498K in Q3 2024. 171 funds tracked by Wall St. Rank hold DVYE as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 16,847 iShares Emerging Markets Dividend ETF shares in Q3 2025, an estimated $483K.
  • Financial Advocates Investment Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2022 and held it in 11 quarters.
  • Financial Advocates Investment Management's iShares Emerging Markets Dividend ETF position peaked at $498K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.