CFS Investment Advisory Services’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

CFS Investment Advisory Services’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	$6.26M	Sell	194,623 -66,923	-26%	-$2.3M	0.42%	51
2026 Q1	$9.36M	Sell	261,546 -62,192	-19%	-$2.1M	0.64%	42
2025 Q4	$10.1M	Buy	323,738 +80,535	+33%	+$2.46M	0.74%	35
2025 Q3	$7.36M	Buy	243,203 +51,011	+27%	+$1.5M	0.55%	47
2025 Q2	$5.51M	Buy	192,192 +59,229	+45%	+$1.63M	0.45%	53
2025 Q1	$3.63M	Buy	132,963 +73,550	+124%	+$1.96M	0.32%	67
2024 Q4	$1.53M	Buy	59,413 +4,080	+7%	+$113K	0.14%	126
2024 Q3	$1.59M	Buy	+55,333	New	+$1.51M	0.13%	121

Other funds holding DVYE

AOI

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

CFS Investment Advisory Services's DVYE Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 26% in Q2 2026, selling an estimated $2.3M and leaving 194,623 shares worth $6.26M. The position accounts for 0.42% of the portfolio, ranked #51.

CFS Investment Advisory Services first reported a position in DVYE in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.1M in Q4 2025. 44 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

CFS Investment Advisory Services held 194,623 shares of iShares Emerging Markets Dividend ETF worth $6.26M as of Q2 2026.
CFS Investment Advisory Services sold 66,923 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $2.3M.
iShares Emerging Markets Dividend ETF made up 0.42% of CFS Investment Advisory Services's portfolio in Q2 2026, its #51 holding.
CFS Investment Advisory Services first reported a position in iShares Emerging Markets Dividend ETF in Q3 2024 and has held it in 8 quarters since.
CFS Investment Advisory Services's iShares Emerging Markets Dividend ETF position peaked at $10.1M in Q4 2025.
44 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.