United Capital Financial Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

United Capital Financial 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
2026 Q2	$1.46M	Sell	45,225 -2,151	-5%	-$73.9K	0.01%	666
2026 Q1	$1.62M	Buy	47,376 +3,391	+8%	+$115K	0.01%	614
2025 Q4	$1.37M	Sell	43,985 -3,157	-7%	-$96.6K	0.01%	639
2025 Q3	$1.4M	Sell	47,142 -6,293	-12%	-$185K	0.01%	552
2025 Q2	$1.53M	Sell	53,435 -7,952	-13%	-$219K	0.01%	499
2025 Q1	$1.68M	Sell	61,387 -3,784	-6%	-$101K	0.01%	463
2024 Q4	$1.68M	Sell	65,171 -4,423	-6%	-$123K	0.01%	455
2024 Q3	$2M	Sell	69,594 -3,025	-4%	-$82.6K	0.02%	419
2024 Q2	$1.97M	Sell	72,619 -8,953	-11%	-$247K	0.02%	406
2024 Q1	$2.13M	Sell	81,572 -46,938	-37%	-$1.23M	0.02%	414
2023 Q4	$3.4M	Sell	128,510 -368,490	-74%	-$9.14M	0.03%	335
2023 Q3	$11.8M	Sell	497,000 -13,247	-3%	-$328K	0.08%	211
2023 Q2	$12.5M	Sell	510,247 -630	-0.1%	-$15.6K	0.07%	213
2023 Q1	$12.5M	Buy	510,877 +11,633	+2%	+$291K	0.07%	211
2022 Q4	$12M	Sell	499,244 -26,213	-5%	-$627K	0.07%	228
2022 Q3	$11.9M	Buy	525,457 +27,726	+6%	+$707K	0.07%	218
2022 Q2	$13.2M	Buy	497,731 +19,848	+4%	+$594K	0.07%	219
2022 Q1	$15.6M	Buy	477,883 +10,960	+2%	+$399K	0.08%	219
2021 Q4	$18M	Buy	466,923 +17,753	+4%	+$686K	0.08%	212
2021 Q3	$17.5M	Buy	449,170 +18,214	+4%	+$706K	0.09%	204
2021 Q2	$16.7M	Buy	430,956 +31,680	+8%	+$1.26M	0.08%	211
2021 Q1	$15.6M	Buy	399,276 +22,918	+6%	+$885K	0.09%	213
2020 Q4	$14M	Buy	376,358 +15,944	+4%	+$534K	0.08%	219
2020 Q3	$10.9M	Buy	360,414 +26,104	+8%	+$833K	0.07%	235
2020 Q2	$10.5M	Buy	334,310 +681	+0.2%	+$21.1K	0.08%	241
2020 Q1	$9.39M	Buy	333,629 +18,659	+6%	+$679K	0.08%	246
2019 Q4	$12.8M	Buy	314,970 +13,656	+5%	+$528K	0.08%	265
2019 Q3	$11.3M	Buy	301,314 +11,627	+4%	+$456K	0.08%	274
2019 Q2	$11.8M	Buy	289,687 +5,190	+2%	+$208K	0.08%	270
2019 Q1	$11.4M	Buy	284,497 +15,680	+6%	+$635K	0.08%	270
2018 Q4	$10.1M	Sell	268,817 -5,335	-2%	-$203K	0.08%	254
2018 Q3	$10.7M	Buy	274,152 +9,455	+4%	+$376K	0.08%	290
2018 Q2	$10.4M	Sell	264,697 -215	-0.1%	-$8.89K	0.08%	291
2018 Q1	$11.5M	Buy	264,912 +6,582	+3%	+$289K	0.09%	262
2017 Q4	$10.8M	Buy	+258,330	New	+$10.7M	0.09%	281

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

United Capital Financial Advisors's DVYE Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 4.5% in Q2 2026, selling an estimated $73.9K and leaving 45,225 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #666.

United Capital Financial Advisors first reported a position in DVYE in Q4 2017 and has held it in 35 quarters since. The position peaked at $18M in Q4 2021. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

United Capital Financial Advisors held 45,225 shares of iShares Emerging Markets Dividend ETF worth $1.46M as of Q2 2026.
United Capital Financial Advisors sold 2,151 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $73.9K.
iShares Emerging Markets Dividend ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #666 holding.
United Capital Financial Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2017 and has held it in 35 quarters since.
United Capital Financial Advisors's iShares Emerging Markets Dividend ETF position peaked at $18M in Q4 2021.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.