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

Golden State 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
2026 Q1	–	Sell	-101	Closed	-$3.16K	–	1649
2025 Q4	$3.16K	Buy	101 +1	+1%	+$31	﹤0.01%	1315
2025 Q3	$2.97K	Buy	100 +2	+2%	+$59	﹤0.01%	1336
2025 Q2	$2.82K	Buy	+98	New	+$2.7K	﹤0.01%	1314
2020 Q2	–	Sell	-685	Closed	-$19K	–	363
2020 Q1	$19K	Buy	+685	New	+$24.9K	0.01%	510
2019 Q4	–	Sell	-920	Closed	-$34K	–	266
2019 Q3	$34K	Buy	920 +19	+2%	+$745	0.01%	512
2019 Q2	$36K	Buy	901 +19	+2%	+$761	0.01%	523
2019 Q1	$35K	Buy	+882	New	+$35.7K	0.01%	520

Other funds holding DVYE

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

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

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 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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Golden State Wealth Management's DVYE Position: Q1 2026 in Review

Golden State Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2026, closing a stake of 101 shares — an estimated $3.16K sold.

Golden State Wealth Management first reported a position in DVYE in Q1 2019 and held it in 7 quarters. The position peaked at $36K in Q2 2019. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

Golden State Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 101 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $3.16K.
Golden State Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q1 2019 and held it in 7 quarters.
Golden State Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $36K in Q2 2019.
195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.