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Gladstone Institutional Advisory’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Gladstone Institutional Advisory’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
2026
Q1 		$562K Buy
16,335
+4,690
+40% +$158K 0.02% 516
2025
Q4 		$363K Buy
11,645
+3,260
+39% +$99.7K 0.01% 583
2025
Q3 		$249K Buy
8,385
+1,363
+19% +$40.2K 0.01% 699
2025
Q2 		$201K Buy
+7,022
New +$193K 0.01% 719

Other funds holding DVYE

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Gladstone Institutional Advisory's DVYE Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 40% in Q1 2026, buying an estimated $158K and bringing the position to 16,335 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #516.

Gladstone Institutional Advisory first reported a position in DVYE in Q2 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Gladstone Institutional Advisory held 16,335 shares of iShares Emerging Markets Dividend ETF worth $562K as of Q1 2026.
  • Gladstone Institutional Advisory bought 4,690 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $158K.
  • iShares Emerging Markets Dividend ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #516 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Emerging Markets Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.