Concurrent Investment Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Concurrent Investment Advisors’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	$657K	Hold	20,400	–	–	0.01%	1245
2026 Q1	$701K	Hold	20,400	–	–	0.01%	1048
2025 Q4	$636K	Sell	20,400 -1,300	-6%	-$39.8K	0.01%	1042
2025 Q3	$644K	Buy	21,700 +6,600	+44%	+$195K	0.01%	809
2025 Q2	$433K	Hold	15,100	–	–	0.01%	905
2025 Q1	$412K	Hold	15,100	–	–	0.01%	804
2024 Q4	$390K	Hold	15,100	–	–	0.01%	746
2024 Q3	$433K	Hold	15,100	–	–	0.01%	660
2024 Q2	$410K	Hold	15,100	–	–	0.01%	651
2024 Q1	$395K	Hold	15,100	–	–	0.02%	609
2023 Q4	$400K	Buy	+15,100	New	+$375K	0.02%	550

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

Concurrent Investment Advisors's DVYE Position: Q2 2026 in Review

Concurrent Investment Advisors held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q2 2026 at 20,400 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #1245.

Concurrent Investment Advisors first reported a position in DVYE in Q4 2023 and has held it in 11 quarters since. The position peaked at $701K in Q1 2026. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Concurrent Investment Advisors held 20,400 shares of iShares Emerging Markets Dividend ETF worth $657K as of Q2 2026.
Concurrent Investment Advisors left its iShares Emerging Markets Dividend ETF share count unchanged in Q2 2026.
iShares Emerging Markets Dividend ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1245 holding.
Concurrent Investment Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's iShares Emerging Markets Dividend ETF position peaked at $701K in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.