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Synergy Investment Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Synergy Investment Management’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
Q1 		– Sell
-151
Closed -$3.9K – 615
2024
Q4 		$3.9K Buy
+151
New +$4.18K ﹤0.01% 493

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Synergy Investment Management's DVYE Position: Q1 2025 in Review

Synergy Investment Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2025, closing a stake of 151 shares — an estimated $3.9K sold.

Synergy Investment Management first reported a position in DVYE in Q4 2024 and held it in 1 quarter. The position peaked at $3.9K in Q4 2024. 158 funds tracked by Wall St. Rank hold DVYE as of Q1 2025.

  • Synergy Investment Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 151 iShares Emerging Markets Dividend ETF shares in Q1 2025, an estimated $3.9K.
  • Synergy Investment Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's iShares Emerging Markets Dividend ETF position peaked at $3.9K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.