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Larson Financial Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Larson Financial 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
2025
Q4 		– Sell
-250
Closed -$7.42K – 3515
2025
Q3 		$7.42K Buy
+250
New +$7.37K ﹤0.01% 2181
2025
Q2 		– Sell
-790
Closed -$21.6K – 3339
2025
Q1 		$21.6K Buy
+790
New +$21.1K ﹤0.01% 1334
2021
Q4 		– Sell
-195
Closed -$8K – 1092
2021
Q3 		$8K Buy
+195
New +$7.55K ﹤0.01% 626

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 $27.4B AUM 24.17% 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 $377B AUM 19.32% 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

Larson Financial Group's DVYE Position: Q4 2025 in Review

Larson Financial Group sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2025, closing a stake of 250 shares — an estimated $7.42K sold.

Larson Financial Group first reported a position in DVYE in Q3 2021 and held it in 3 quarters. The position peaked at $21.6K in Q1 2025. 185 funds tracked by Wall St. Rank hold DVYE as of Q4 2025.

  • Larson Financial Group reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 250 iShares Emerging Markets Dividend ETF shares in Q4 2025, an estimated $7.42K.
  • Larson Financial Group first reported a position in iShares Emerging Markets Dividend ETF in Q3 2021 and held it in 3 quarters.
  • Larson Financial Group's iShares Emerging Markets Dividend ETF position peaked at $21.6K in Q1 2025.
  • 185 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.