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Wood Tarver Financial Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Wood Tarver Financial Group’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
-184
Closed -$5K – 291
2025
Q2 		$5K Buy
+184
New +$5.07K ﹤0.01% 463

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

Wood Tarver Financial Group's DVYE Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2025, closing a stake of 184 shares — an estimated $5K sold.

Wood Tarver Financial Group first reported a position in DVYE in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 170 funds tracked by Wall St. Rank hold DVYE as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 184 iShares Emerging Markets Dividend ETF shares in Q3 2025, an estimated $5K.
  • Wood Tarver Financial Group first reported a position in iShares Emerging Markets Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Wood Tarver Financial Group's iShares Emerging Markets Dividend ETF position peaked at $5K in Q2 2025.
  • 170 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.