AWM
DVYE icon

Avior Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Avior Wealth 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
2026
Q2 		– Sell
-15,603
Closed -$536K – 822
2026
Q1 		$536K Buy
15,603
+6,458
+71% +$218K 0.02% 516
2025
Q4 		$285K Buy
+9,145
New +$280K 0.01% 627

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Avior Wealth Management's DVYE Position: Q2 2026 in Review

Avior Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2026, closing a stake of 15,603 shares — an estimated $536K sold.

Avior Wealth Management first reported a position in DVYE in Q4 2025 and held it in 2 quarters. The position peaked at $536K in Q1 2026. 28 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Avior Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 15,603 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $536K.
  • Avior Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2025 and held it in 2 quarters.
  • Avior Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $536K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.