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Joel Isaacson & Co’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Joel Isaacson & Co’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
Q4 		– Sell
-12,293
Closed -$365K – 467
2025
Q3 		$365K Buy
12,293
+222
+2% +$6.54K 0.01% 312
2025
Q2 		$346K Buy
12,071
+289
+2% +$7.96K 0.01% 307
2025
Q1 		$322K Buy
11,782
+2,026
+21% +$54K 0.01% 305
2024
Q4 		$252K Buy
9,756
+509
+6% +$14.1K 0.01% 325
2024
Q3 		$265K Buy
9,247
+252
+3% +$6.88K 0.01% 305
2024
Q2 		$244K Buy
8,995
+231
+3% +$6.37K 0.01% 305
2024
Q1 		$229K Buy
8,764
+36
+0.4% +$944 0.01% 306
2023
Q4 		$231K Buy
+8,728
New +$216K 0.01% 281

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
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
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Joel Isaacson & Co's DVYE Position: Q4 2025 in Review

Joel Isaacson & Co sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2025, closing a stake of 12,293 shares — an estimated $365K sold.

Joel Isaacson & Co first reported a position in DVYE in Q4 2023 and held it in 8 quarters. The position peaked at $365K in Q3 2025. 186 funds tracked by Wall St. Rank hold DVYE as of Q4 2025.

  • Joel Isaacson & Co reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Joel Isaacson & Co sold 12,293 iShares Emerging Markets Dividend ETF shares in Q4 2025, an estimated $365K.
  • Joel Isaacson & Co first reported a position in iShares Emerging Markets Dividend ETF in Q4 2023 and held it in 8 quarters.
  • Joel Isaacson & Co's iShares Emerging Markets Dividend ETF position peaked at $365K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2025.

Based on Joel Isaacson & Co's 13F filing for Q4 2025, filed 30 Jan 2026.