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Sowa Financial Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Sowa Financial Group’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
-11,617
Closed -$362K – 31
2025
Q4 		$362K Sell
11,617
-1,410
-11% -$43.1K 0.19% 29
2025
Q3 		$387K Sell
13,027
-717
-5% -$21.1K 0.22% 25
2025
Q2 		$394K Sell
13,744
-13,751
-50% -$379K 0.25% 26
2025
Q1 		$750K Sell
27,495
-11,463
-29% -$306K 0.49% 20
2024
Q4 		$1.01M Sell
38,958
-75,423
-66% -$2.09M 0.63% 21
2024
Q3 		$3.28M Sell
114,381
-14,033
-11% -$383K 2.07% 13
2024
Q2 		$3.49M Sell
128,414
-20,832
-14% -$575K 2.64% 11
2024
Q1 		$3.95M Hold
149,246
– – 3.23% 9
2023
Q4 		$3.95M Sell
149,246
-17,314
-10% -$429K 3.23% 9
2023
Q3 		$3.97M Sell
166,560
-8,453
-5% -$209K 2.98% 9
2023
Q2 		$4.29M Sell
175,013
-1,209
-0.7% -$30K 2.94% 10
2023
Q1 		$4.33M Sell
176,222
-6,293
-3% -$157K 3.1% 10
2022
Q4 		$4.4M Buy
182,515
+1,859
+1% +$44.4K 3.29% 10
2022
Q3 		$4.1M Buy
180,656
+3,878
+2% +$98.8K 3.24% 9
2022
Q2 		$4.7M Sell
176,778
-938
-0.5% -$28.1K 3.58% 8
2022
Q1 		$5.81M Buy
177,716
+1,836
+1% +$66.8K 3.48% 7
2021
Q4 		$6.77M Sell
175,880
-710
-0.4% -$27.4K 3.96% 6
2021
Q3 		$6.87M Buy
176,590
+3,608
+2% +$140K 4.46% 6
2021
Q2 		$6.72M Sell
172,982
-1,825
-1% -$72.8K 4.98% 5
2021
Q1 		$6.85M Sell
174,807
-3,261
-2% -$126K 4.83% 6
2020
Q4 		$6.63M Buy
178,068
+892
+0.5% +$29.9K 4.46% 6
2020
Q3 		$5.33M Buy
177,176
+989
+0.6% +$31.6K 3.82% 6
2020
Q2 		$5.52M Buy
176,187
+2,379
+1% +$73.7K 4.17% 6
2020
Q1 		$4.89M Sell
173,808
-2,283
-1% -$83.1K 4.3% 7
2019
Q4 		$7.15M Buy
+176,091
New +$6.81M 5.82% 3

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.28T AUM 58.89% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Sowa Financial Group's DVYE Position: Q1 2026 in Review

Sowa Financial Group sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2026, closing a stake of 11,617 shares — an estimated $362K sold.

Sowa Financial Group first reported a position in DVYE in Q4 2019 and held it in 25 quarters. The position peaked at $7.15M in Q4 2019. 196 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Sowa Financial Group reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Sowa Financial Group sold 11,617 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $362K.
  • Sowa Financial Group first reported a position in iShares Emerging Markets Dividend ETF in Q4 2019 and held it in 25 quarters.
  • Sowa Financial Group's iShares Emerging Markets Dividend ETF position peaked at $7.15M in Q4 2019.
  • 196 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Sowa Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.