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

Freedom 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	-7,594	Closed	-$218K	–	307
2025 Q2	$218K	Sell	7,594 -152	-2%	-$4.19K	0.02%	688
2025 Q1	$211K	Buy	+7,746	New	+$207K	0.02%	696
2024 Q2	–	Sell	-8,176	Closed	-$214K	–	804
2024 Q1	$214K	Sell	8,176 -671	-8%	-$17.6K	0.02%	725
2023 Q4	$234K	Sell	8,847 -1,064	-11%	-$26.4K	0.02%	671
2023 Q3	$236K	Sell	9,911 -1,333	-12%	-$33K	0.03%	580
2023 Q2	$275K	Sell	11,244 -1,370	-11%	-$34K	0.03%	566
2023 Q1	$310K	Buy	+12,614	New	+$315K	0.04%	542
2022 Q1	–	Sell	-7,692	Closed	-$296K	–	826
2021 Q4	$296K	Buy	7,692 +1,628	+27%	+$62.9K	0.02%	676
2021 Q3	$236K	Buy	+6,064	New	+$235K	0.02%	707

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

Freedom Investment Management's DVYE Position: Q3 2025 in Review

Freedom Investment Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2025, closing a stake of 7,594 shares — an estimated $218K sold.

Freedom Investment Management first reported a position in DVYE in Q3 2021 and held it in 9 quarters. The position peaked at $310K in Q1 2023. 170 funds tracked by Wall St. Rank hold DVYE as of Q3 2025.

Freedom Investment Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 7,594 iShares Emerging Markets Dividend ETF shares in Q3 2025, an estimated $218K.
Freedom Investment Management first reported a position in iShares Emerging Markets Dividend ETF in Q3 2021 and held it in 9 quarters.
Freedom Investment Management's iShares Emerging Markets Dividend ETF position peaked at $310K in Q1 2023.
170 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.