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DVYE icon

Ipsen Advisor Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Ipsen Advisor Group’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 		$1.67M Sell
48,626
-652
-1% -$22K 1.17% 23
2025
Q4 		$1.54M Buy
49,278
+877
+2% +$26.8K 1.09% 25
2025
Q3 		$1.44M Buy
48,401
+1,566
+3% +$46.2K 1.03% 25
2025
Q2 		$1.34M Buy
46,835
+3,748
+9% +$103K 1.02% 26
2025
Q1 		$1.18M Buy
43,087
+609
+1% +$16.2K 1.01% 24
2024
Q4 		$1.1M Buy
+42,478
New +$1.18M 0.94% 27

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

Ipsen Advisor Group's DVYE Position: Q1 2026 in Review

Ipsen Advisor Group reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 1.3% in Q1 2026, selling an estimated $22K and leaving 48,626 shares worth $1.67M. The position accounts for 1.17% of the portfolio, ranked #23.

Ipsen Advisor Group first reported a position in DVYE in Q4 2024 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Ipsen Advisor Group held 48,626 shares of iShares Emerging Markets Dividend ETF worth $1.67M as of Q1 2026.
  • Ipsen Advisor Group sold 652 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $22K.
  • iShares Emerging Markets Dividend ETF made up 1.17% of Ipsen Advisor Group's portfolio in Q1 2026, its #23 holding.
  • Ipsen Advisor Group first reported a position in iShares Emerging Markets Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.