NWA
DVYE icon

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

Navis 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
2026
Q1 		– Sell
-25,525
Closed -$795K – 180
2025
Q4 		$795K Buy
+25,525
New +$781K 0.34% 72

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

Navis Wealth Advisors's DVYE Position: Q1 2026 in Review

Navis Wealth Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2026, closing a stake of 25,525 shares — an estimated $795K sold.

Navis Wealth Advisors first reported a position in DVYE in Q4 2025 and held it in 1 quarter. The position peaked at $795K in Q4 2025. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Navis Wealth Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 25,525 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $795K.
  • Navis Wealth Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Navis Wealth Advisors's iShares Emerging Markets Dividend ETF position peaked at $795K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.