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

Optimum Investment 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 		$350K Buy
11,801
+760
+7% +$22.4K 0.14% 134
2025
Q2 		$316K Buy
11,041
+13
+0.1% +$358 0.14% 136
2025
Q1 		$301K Buy
11,028
+553
+5% +$14.7K 0.14% 134
2024
Q4 		$271K Sell
10,475
-972
-8% -$26.9K 0.12% 150
2024
Q3 		$329K Sell
11,447
-562
-5% -$15.3K 0.14% 142
2024
Q2 		$326K Buy
12,009
+2,313
+24% +$63.8K 0.15% 137
2024
Q1 		$254K Sell
9,696
-948
-9% -$24.9K 0.12% 167
2023
Q4 		$282K Buy
10,644
+3,317
+45% +$82.3K 0.14% 152
2023
Q3 		$175K Hold
7,327
– – 0.09% 192
2023
Q2 		$180K Buy
7,327
+11
+0.2% +$273 0.09% 201
2023
Q1 		$180K Buy
7,316
+6,001
+456% +$150K 0.09% 192
2022
Q4 		$31.7K Buy
1,315
+8
+0.6% +$191 0.02% 436
2022
Q3 		$30K Sell
1,307
-1,390
-52% -$35.4K 0.02% 448
2022
Q2 		$72K Buy
2,697
+506
+23% +$15.2K 0.04% 335
2022
Q1 		$72K Buy
2,191
+2,052
+1,476% +$74.7K 0.03% 369
2021
Q4 		$5K Buy
139
+1
+0.7% +$39 ﹤0.01% 729
2021
Q3 		$5K Buy
138
+2
+1% +$77 ﹤0.01% 742
2021
Q2 		$5K Buy
136
+4
+3% +$160 ﹤0.01% 811
2021
Q1 		$5K Buy
132
+1
+0.8% +$39 ﹤0.01% 822
2020
Q4 		$5K Sell
131
-299
-70% -$10K ﹤0.01% 779
2020
Q3 		$13K Buy
430
+1
+0.2% +$32 ﹤0.01% 662
2020
Q2 		$13K Buy
429
+3
+0.7% +$93 ﹤0.01% 660
2020
Q1 		$12K Sell
426
-499
-54% -$18.2K ﹤0.01% 652
2019
Q4 		$38K Sell
925
-1,200
-56% -$46.4K 0.01% 561
2019
Q3 		$80K Sell
2,125
-5,500
-72% -$216K 0.03% 410
2019
Q2 		$311K Hold
7,625
– – 0.1% 207
2019
Q1 		$307K Buy
7,625
+3,625
+91% +$147K 0.1% 212
2018
Q4 		$150K Buy
+4,000
New +$153K 0.05% 305

Other funds holding DVYE

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $30.4B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Optimum Investment Advisors's DVYE Position: Q3 2025 in Review

Optimum Investment Advisors increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 6.9% in Q3 2025, buying an estimated $22.4K and bringing the position to 11,801 shares worth $350K. The position accounts for 0.14% of the portfolio, ranked #134.

Optimum Investment Advisors first reported a position in DVYE in Q4 2018 and has held it in 28 quarters since. 170 funds tracked by Wall St. Rank hold DVYE as of Q3 2025.

  • Optimum Investment Advisors held 11,801 shares of iShares Emerging Markets Dividend ETF worth $350K as of Q3 2025.
  • Optimum Investment Advisors bought 760 iShares Emerging Markets Dividend ETF shares in Q3 2025, an estimated $22.4K.
  • iShares Emerging Markets Dividend ETF made up 0.14% of Optimum Investment Advisors's portfolio in Q3 2025, its #134 holding.
  • Optimum Investment Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2018 and has held it in 28 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.