SWP
DVYE icon

Strategic Wealth Partners’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Strategic Wealth Partners’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 		– Sell
-1
Closed -$28 – 1334
2025
Q2 		$28 Buy
+1
New +$28 ﹤0.01% 1127
2019
Q4 		– Sell
-601
Closed -$22.5K – 224
2019
Q3 		$22.5K Hold
601
– – 0.12% 110
2019
Q2 		$25K Hold
601
– – 0.01% 297
2019
Q1 		$24K Buy
+601
New +$24.3K 0.01% 328

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 $27.4B AUM 24.17% 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

Strategic Wealth Partners's DVYE Position: Q3 2025 in Review

Strategic Wealth Partners sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2025, closing a stake of 1 share — an estimated $28 sold.

Strategic Wealth Partners first reported a position in DVYE in Q1 2019 and held it in 4 quarters. The position peaked at $25K in Q2 2019. 170 funds tracked by Wall St. Rank hold DVYE as of Q3 2025.

  • Strategic Wealth Partners reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 1 iShares Emerging Markets Dividend ETF share in Q3 2025, an estimated $28.
  • Strategic Wealth Partners first reported a position in iShares Emerging Markets Dividend ETF in Q1 2019 and held it in 4 quarters.
  • Strategic Wealth Partners's iShares Emerging Markets Dividend ETF position peaked at $25K in Q2 2019.
  • 170 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.