Carson Wealth (CWM LLC)
DVYE icon

Carson Wealth (CWM LLC)’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.91K Hold
230
– – ﹤0.01% 4869
2025
Q4 		$7K Hold
230
– – ﹤0.01% 4688
2025
Q3 		$7K Hold
230
– – ﹤0.01% 4609
2025
Q2 		$7K Hold
230
– – ﹤0.01% 4437
2025
Q1 		$6K Hold
230
– – ﹤0.01% 4351
2024
Q4 		$6K Sell
230
-150
-39% -$4.16K ﹤0.01% 4103
2024
Q3 		$11K Hold
380
– – ﹤0.01% 3725
2024
Q2 		$10K Hold
380
– – ﹤0.01% 3532
2024
Q1 		$10K Sell
380
-535
-58% -$14K ﹤0.01% 3319
2023
Q4 		$24K Buy
915
+672
+277% +$16.7K ﹤0.01% 2652
2023
Q3 		$6K Buy
243
+42
+21% +$1.04K ﹤0.01% 3358
2023
Q2 		$5K Hold
201
– – ﹤0.01% 3427
2023
Q1 		$5K Hold
201
– – ﹤0.01% 3274
2022
Q4 		$5K Hold
201
– – ﹤0.01% 3153
2022
Q3 		$5K Sell
201
-7
-3% -$178 ﹤0.01% 3053
2022
Q2 		$6K Buy
208
+7
+3% +$210 ﹤0.01% 2868
2022
Q1 		$7K Sell
201
-245
-55% -$8.91K ﹤0.01% 2674
2021
Q4 		$17K Buy
+446
New +$17.2K ﹤0.01% 2067
2021
Q2 		$8K Hold
201
– – ﹤0.01% 2186
2021
Q1 		$8K Hold
201
– – ﹤0.01% 2186
2020
Q4 		$8K Hold
201
– – ﹤0.01% 2186
2020
Q3 		$8K Hold
201
– – ﹤0.01% 2186
2020
Q2 		$8K Hold
201
– – ﹤0.01% 2185
2020
Q1 		$8K Hold
201
– – ﹤0.01% 2185
2019
Q4 		$8K Hold
201
– – ﹤0.01% 2185
2019
Q3 		$8K Hold
201
– – ﹤0.01% 2185
2019
Q2 		$8K Hold
201
– – ﹤0.01% 2185
2019
Q1 		$8K Buy
+201
New +$8.14K ﹤0.01% 2185

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 $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.28T AUM 58.89% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DVYE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q1 2026 at 230 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #4869.

Carson Wealth (CWM LLC) first reported a position in DVYE in Q1 2019 and has held it in 28 quarters since. The position peaked at $24K in Q4 2023. 196 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 230 shares of iShares Emerging Markets Dividend ETF worth $7.91K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Emerging Markets Dividend ETF share count unchanged in Q1 2026.
  • iShares Emerging Markets Dividend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4869 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Emerging Markets Dividend ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Emerging Markets Dividend ETF position peaked at $24K in Q4 2023.
  • 196 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.