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

Lowe Wealth 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
2025 Q3	$690K	Buy	23,235 +510	+2%	+$15K	0.25%	34
2025 Q2	$651K	Buy	22,725 +500	+2%	+$13.8K	0.25%	34
2025 Q1	$607K	Buy	22,225 +5,024	+29%	+$134K	0.26%	33
2024 Q4	$444K	Buy	17,201 +2,101	+14%	+$58.2K	0.19%	35
2024 Q3	$433K	Buy	15,100 +778	+5%	+$21.2K	0.19%	36
2024 Q2	$389K	Buy	14,322 +4,282	+43%	+$118K	0.18%	34
2024 Q1	$263K	Sell	10,040 -125	-1%	-$3.28K	0.12%	43
2023 Q4	$269K	Buy	10,165 +825	+9%	+$20.5K	0.13%	43
2023 Q3	$222K	Sell	9,340 -1,000	-10%	-$24.8K	0.12%	47
2023 Q2	$253K	Buy	10,340 +7,115	+221%	+$176K	0.13%	45
2023 Q1	$79.1K	Buy	+3,225	New	+$80.6K	0.04%	82

Other funds holding DVYE

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Lowe Wealth Advisors's DVYE Position: Q3 2025 in Review

Lowe Wealth Advisors increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 2.2% in Q3 2025, buying an estimated $15K and bringing the position to 23,235 shares worth $690K. The position accounts for 0.25% of the portfolio, ranked #34.

Lowe Wealth Advisors first reported a position in DVYE in Q1 2023 and has held it in 11 quarters since. 170 funds tracked by Wall St. Rank hold DVYE as of Q3 2025.

Lowe Wealth Advisors held 23,235 shares of iShares Emerging Markets Dividend ETF worth $690K as of Q3 2025.
Lowe Wealth Advisors bought 510 iShares Emerging Markets Dividend ETF shares in Q3 2025, an estimated $15K.
iShares Emerging Markets Dividend ETF made up 0.25% of Lowe Wealth Advisors's portfolio in Q3 2025, its #34 holding.
Lowe Wealth Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q1 2023 and has held it in 11 quarters since.
170 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.