Lido Advisors
DVYE icon

Lido Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Lido Advisors’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 		$1.81M Buy
52,580
+290
+0.6% +$9.8K 0.01% 740
2025
Q4 		$1.63M Buy
52,290
+40
+0.1% +$1.22K ﹤0.01% 793
2025
Q3 		$1.55M Hold
52,250
– – ﹤0.01% 771
2025
Q2 		$1.5M Sell
52,250
-429
-0.8% -$11.8K 0.01% 687
2025
Q1 		$1.44M Buy
+52,679
New +$1.4M 0.01% 636
2022
Q2 		– Sell
-8,872
Closed -$290K – 973
2022
Q1 		$290K Sell
8,872
-8,149
-48% -$297K ﹤0.01% 821
2021
Q4 		$655K Buy
17,021
+38
+0.2% +$1.47K 0.01% 523
2021
Q3 		$660K Buy
+16,983
New +$658K 0.01% 497

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