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Capital Advisors Inc’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Capital Advisors Inc’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
-12,100
Closed -$416K – 383
2026
Q1 		$416K Buy
+12,100
New +$409K 0.01% 251

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KeyBank National Association
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Creative Planning
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
AOI
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Capital Advisors Inc's DVYE Position: Q2 2026 in Review

Capital Advisors Inc sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2026, closing a stake of 12,100 shares — an estimated $416K sold.

Capital Advisors Inc first reported a position in DVYE in Q1 2026 and held it in 1 quarter. The position peaked at $416K in Q1 2026. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Capital Advisors Inc reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Inc sold 12,100 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $416K.
  • Capital Advisors Inc first reported a position in iShares Emerging Markets Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Capital Advisors Inc's iShares Emerging Markets Dividend ETF position peaked at $416K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.