Cascade Financial Partners’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Cascade Financial 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 Q2	$858K	Buy	26,625 +1	+0%	+$34	0.07%	140
2026 Q1	$915K	Buy	26,624 +2,411	+10%	+$81.5K	0.09%	127
2025 Q4	$754K	Buy	24,213 +1	+0%	+$31	0.08%	138
2025 Q3	$719K	Sell	24,212 -9,187	-28%	-$271K	0.08%	140
2025 Q2	$957K	Buy	33,399 +2	+0%	+$55	0.12%	114
2025 Q1	$911K	Sell	33,397 -166	-0.5%	-$4.43K	0.11%	108
2024 Q4	$867K	Buy	33,563 +4	+0%	+$111	0.11%	107
2024 Q3	$952K	Buy	33,559 +2	+0%	+$55	0.12%	100
2024 Q2	$912K	Hold	33,557	–	–	0.12%	104
2024 Q1	$888K	Buy	+33,557	New	+$880K	0.13%	102

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cascade Financial Partners's DVYE Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 0% in Q2 2026, buying an estimated $34 and bringing the position to 26,625 shares worth $858K. The position accounts for 0.07% of the portfolio, ranked #140.

Cascade Financial Partners first reported a position in DVYE in Q1 2024 and has held it in 10 quarters since. The position peaked at $957K in Q2 2025. 202 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Cascade Financial Partners held 26,625 shares of iShares Emerging Markets Dividend ETF worth $858K as of Q2 2026.
Cascade Financial Partners bought 1 iShares Emerging Markets Dividend ETF share in Q2 2026, an estimated $34.
iShares Emerging Markets Dividend ETF made up 0.07% of Cascade Financial Partners's portfolio in Q2 2026, its #140 holding.
Cascade Financial Partners first reported a position in iShares Emerging Markets Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's iShares Emerging Markets Dividend ETF position peaked at $957K in Q2 2025.
202 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.