Vantage Financial Partners (Wisconsin)’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q4	$943K	Buy	30,270 +412	+1%	+$12.6K	0.19%	69
2025 Q3	$886K	Sell	29,858 -3,171	-10%	-$93.5K	0.19%	72
2025 Q2	$946K	Buy	33,029 +781	+2%	+$21.5K	0.22%	64
2025 Q1	$880K	Buy	32,248 +3,805	+13%	+$101K	0.22%	66
2024 Q4	$735K	Buy	28,443 +6,491	+30%	+$180K	0.18%	75
2024 Q3	$630K	Buy	21,952 +598	+3%	+$16.3K	0.16%	91
2024 Q2	$580K	Buy	21,354 +548	+3%	+$15.1K	0.15%	74
2024 Q1	$544K	Buy	20,806 +84	+0.4%	+$2.2K	0.15%	77
2023 Q4	$549K	Buy	20,722 +1,148	+6%	+$28.5K	0.16%	64
2023 Q3	$466K	Hold	19,574	–	–	0.18%	41
2023 Q2	$480K	Buy	19,574 +669	+4%	+$16.6K	0.18%	39
2023 Q1	$464K	Buy	18,905 +71	+0.4%	+$1.77K	0.18%	47
2022 Q4	$454K	Buy	+18,834	New	+$450K	0.27%	31

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AOI

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s DVYE Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 1.4% in Q4 2025, buying an estimated $12.6K and bringing the position to 30,270 shares worth $943K. The position accounts for 0.19% of the portfolio, ranked #69.

Vantage Financial Partners (Wisconsin) first reported a position in DVYE in Q4 2022 and has held it in 13 quarters since. The position peaked at $946K in Q2 2025. 185 funds tracked by Wall St. Rank hold DVYE as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 30,270 shares of iShares Emerging Markets Dividend ETF worth $943K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 412 iShares Emerging Markets Dividend ETF shares in Q4 2025, an estimated $12.6K.
iShares Emerging Markets Dividend ETF made up 0.19% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #69 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares Emerging Markets Dividend ETF in Q4 2022 and has held it in 13 quarters since.
Vantage Financial Partners (Wisconsin)'s iShares Emerging Markets Dividend ETF position peaked at $946K in Q2 2025.
185 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.