Consultiva Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Consultiva Wealth Management’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	$20.3K	Hold	630	–	–	0.05%	178
2026 Q1	$21.7K	Hold	630	–	–	0.06%	154
2025 Q4	$19.6K	Hold	630	–	–	0.06%	159
2025 Q3	$18.7K	Hold	630	–	–	0.05%	167
2025 Q2	$18.1K	Hold	630	–	–	0.06%	176
2025 Q1	$17.2K	Hold	630	–	–	0.06%	171
2024 Q4	$16.3K	Hold	630	–	–	0.08%	109
2024 Q3	$18.1K	Sell	630 -6,366	-91%	-$174K	0.14%	20
2024 Q2	$315K	Buy	6,996 +6,366	+1,010%	+$176K	2.87%	7
2024 Q1	$16.5K	Buy	+630	New	+$16.5K	0.15%	17
2023 Q3	$15K	Hold	630	–	–	0.38%	23
2023 Q2	$15.4K	Hold	630	–	–	0.39%	25
2023 Q1	$15.5K	Hold	630	–	–	0.4%	23
2022 Q4	$15.2K	Hold	630	–	–	0.4%	23
2022 Q3	$14K	Hold	630	–	–	0.39%	24
2022 Q2	$17K	Hold	630	–	–	0.48%	24
2022 Q1	$21K	Hold	630	–	–	0.5%	22
2021 Q4	$24K	Hold	630	–	–	0.55%	22
2021 Q3	$24K	Buy	+630	New	+$24.4K	0.55%	22

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

Consultiva Wealth Management's DVYE Position: Q2 2026 in Review

Consultiva Wealth Management held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q2 2026 at 630 shares worth $20.3K. The position accounts for 0.05% of the portfolio, ranked #178.

Consultiva Wealth Management first reported a position in DVYE in Q3 2021 and has held it in 19 quarters since. The position peaked at $315K in Q2 2024. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Consultiva Wealth Management held 630 shares of iShares Emerging Markets Dividend ETF worth $20.3K as of Q2 2026.
Consultiva Wealth Management left its iShares Emerging Markets Dividend ETF share count unchanged in Q2 2026.
iShares Emerging Markets Dividend ETF made up 0.05% of Consultiva Wealth Management's portfolio in Q2 2026, its #178 holding.
Consultiva Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q3 2021 and has held it in 19 quarters since.
Consultiva Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $315K in Q2 2024.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.