Concord Wealth Partners’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

Concord Wealth Partners’s Portfolio DVYA Stock Details DVYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.32M	Sell	70,241 -963	-1%	-$47.7K	0.38%	64
2026 Q1	$3.44M	Buy	71,204 +4,395	+7%	+$214K	0.45%	56
2025 Q4	$2.96M	Buy	66,809 +2,033	+3%	+$88.5K	0.38%	63
2025 Q3	$2.72M	Buy	64,776 +2,633	+4%	+$108K	0.38%	61
2025 Q2	$2.39M	Buy	62,143 +7,257	+13%	+$265K	0.35%	68
2025 Q1	$1.96M	Buy	54,886 +21,275	+63%	+$770K	0.32%	73
2024 Q4	$1.2M	Buy	33,611 +16,578	+97%	+$620K	0.2%	95
2024 Q3	$660K	Buy	17,033 +1,442	+9%	+$52.7K	0.11%	121
2024 Q2	$547K	Buy	15,591 +2,797	+22%	+$102K	0.1%	131
2024 Q1	$463K	Buy	+12,794	New	+$460K	0.08%	147

Other funds holding DVYA

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Concord Wealth Partners's DVYA Position: Q2 2026 in Review

Concord Wealth Partners reduced its iShares Asia/Pacific Dividend ETF (DVYA) stake by 1.4% in Q2 2026, selling an estimated $47.7K and leaving 70,241 shares worth $3.32M. The position accounts for 0.38% of the portfolio, ranked #64.

Concord Wealth Partners first reported a position in DVYA in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.44M in Q1 2026. 14 funds tracked by Wall St. Rank hold DVYA as of Q2 2026.

Concord Wealth Partners held 70,241 shares of iShares Asia/Pacific Dividend ETF worth $3.32M as of Q2 2026.
Concord Wealth Partners sold 963 iShares Asia/Pacific Dividend ETF shares in Q2 2026, an estimated $47.7K.
iShares Asia/Pacific Dividend ETF made up 0.38% of Concord Wealth Partners's portfolio in Q2 2026, its #64 holding.
Concord Wealth Partners first reported a position in iShares Asia/Pacific Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Concord Wealth Partners's iShares Asia/Pacific Dividend ETF position peaked at $3.44M in Q1 2026.
14 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.