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LRI Investments’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

LRI Investments’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
Q2 		– Sell
-25,000
Closed -$682K – 1279
2025
Q1 		$682K Hold
25,000
– – 0.07% 138
2024
Q4 		$646K Hold
25,000
– – 0.06% 116
2024
Q3 		$675K Hold
25,000
– – 0.07% 122
2024
Q2 		$680K Buy
+25,000
New +$690K 0.08% 90

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LRI Investments's DVYE Position: Q2 2025 in Review

LRI Investments sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2025, closing a stake of 25,000 shares — an estimated $682K sold.

LRI Investments first reported a position in DVYE in Q2 2024 and held it in 4 quarters. The position peaked at $682K in Q1 2025. 163 funds tracked by Wall St. Rank hold DVYE as of Q2 2025.

  • LRI Investments reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • LRI Investments sold 25,000 iShares Emerging Markets Dividend ETF shares in Q2 2025, an estimated $682K.
  • LRI Investments first reported a position in iShares Emerging Markets Dividend ETF in Q2 2024 and held it in 4 quarters.
  • LRI Investments's iShares Emerging Markets Dividend ETF position peaked at $682K in Q1 2025.
  • 163 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2025.

Based on LRI Investments's 13F filing for Q2 2025, filed 25 Jul 2025.