Sowell Financial Services’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Sowell Financial Services’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 Q2	$234K	Buy	+7,254	New	+$249K	0.01%	987
2024 Q3	–	Sell	-12,000	Closed	-$326K	–	546
2024 Q2	$326K	Hold	12,000	–	–	0.02%	487
2024 Q1	$314K	Hold	12,000	–	–	0.01%	509
2023 Q4	$318K	Sell	12,000 -7,168	-37%	-$178K	0.02%	489
2023 Q3	$470K	Hold	19,168	–	–	0.03%	412
2023 Q2	$470K	Buy	19,168 +7,168	+60%	+$178K	0.03%	467
2023 Q1	$294K	Sell	12,000 -6,484	-35%	-$162K	0.02%	563
2022 Q4	$446K	Sell	18,484 -3,386	-15%	-$80.9K	0.03%	444
2022 Q3	$496K	Buy	+21,870	New	+$557K	0.05%	317
2022 Q1	–	Sell	-18,608	Closed	-$718K	–	238
2021 Q4	$718K	Buy	18,608 +6,608	+55%	+$255K	0.04%	381
2021 Q3	$467K	Hold	12,000	–	–	0.03%	402
2021 Q2	$466K	Sell	12,000 -7,646	-39%	-$305K	0.03%	425
2021 Q1	$790K	Buy	19,646 +7,646	+64%	+$295K	0.03%	477
2020 Q4	$447K	Sell	12,000 -75	-0.6%	-$2.51K	0.02%	552
2020 Q3	$364K	Hold	12,075	–	–	0.02%	548
2020 Q2	$378K	Sell	12,075 -25	-0.2%	-$775	0.02%	530
2020 Q1	$341K	Buy	12,100 +100	+0.8%	+$3.64K	0.03%	503
2019 Q4	$487K	Sell	12,000 -832	-6%	-$32.2K	0.04%	456
2019 Q3	$480K	Buy	+12,832	New	+$503K	0.04%	425

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

AOI

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sowell Financial Services's DVYE Position: Q2 2026 in Review

Sowell Financial Services opened a new position in iShares Emerging Markets Dividend ETF (DVYE) in Q2 2026: 7,254 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in DVYE as recently as Q2 2024.

Sowell Financial Services first reported a position in DVYE in Q3 2019 and has held it in 19 quarters since. The position peaked at $790K in Q1 2021. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Sowell Financial Services held 7,254 shares of iShares Emerging Markets Dividend ETF worth $234K as of Q2 2026.
iShares Emerging Markets Dividend ETF was a new Sowell Financial Services position in Q2 2026.
iShares Emerging Markets Dividend ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #987 holding.
Sowell Financial Services first reported a position in iShares Emerging Markets Dividend ETF in Q3 2019 and has held it in 19 quarters since.
Sowell Financial Services's iShares Emerging Markets Dividend ETF position peaked at $790K in Q1 2021.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.