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

Braeburn 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
Q1 		$226K Hold
6,575
– – 0.13% 79
2025
Q4 		$205K Buy
+6,575
New +$201K 0.1% 83

Other funds holding DVYE

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Braeburn Wealth Management's DVYE Position: Q1 2026 in Review

Braeburn Wealth Management held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q1 2026 at 6,575 shares worth $226K. The position accounts for 0.13% of the portfolio, ranked #79.

Braeburn Wealth Management first reported a position in DVYE in Q4 2025 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Braeburn Wealth Management held 6,575 shares of iShares Emerging Markets Dividend ETF worth $226K as of Q1 2026.
  • Braeburn Wealth Management left its iShares Emerging Markets Dividend ETF share count unchanged in Q1 2026.
  • iShares Emerging Markets Dividend ETF made up 0.13% of Braeburn Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Braeburn Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Braeburn Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.