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Bouvel Investment Partners’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Bouvel Investment Partners’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
Q3 		$1.86M Buy
54,631
+1,182
+2% +$40.6K 0.43% 66
2026
Q2 		$1.72M Buy
+53,449
New +$1.84M 0.39% 68

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bouvel Investment Partners's DVYE Position: Q3 2026 in Review

Bouvel Investment Partners increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 2.2% in Q3 2026, buying an estimated $40.6K and bringing the position to 54,631 shares worth $1.86M. The position accounts for 0.43% of the portfolio, ranked #66.

Bouvel Investment Partners first reported a position in DVYE in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold DVYE as of Q3 2026.

  • Bouvel Investment Partners held 54,631 shares of iShares Emerging Markets Dividend ETF worth $1.86M as of Q3 2026.
  • Bouvel Investment Partners bought 1,182 iShares Emerging Markets Dividend ETF shares in Q3 2026, an estimated $40.6K.
  • iShares Emerging Markets Dividend ETF made up 0.43% of Bouvel Investment Partners's portfolio in Q3 2026, its #66 holding.
  • Bouvel Investment Partners first reported a position in iShares Emerging Markets Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2026.

Based on Bouvel Investment Partners's 13F filing for Q3 2026, filed 13 Oct 2026.