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Cooper Financial Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Cooper Financial Group’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 		$5.8M Buy
179,966
+5,352
+3% +$184K 0.48% 43
2026
Q1 		$6M Buy
+174,614
New +$5.9M 0.61% 32

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
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Cooper Financial Group's DVYE Position: Q2 2026 in Review

Cooper Financial Group increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 3.1% in Q2 2026, buying an estimated $184K and bringing the position to 179,966 shares worth $5.8M. The position accounts for 0.48% of the portfolio, ranked #43.

Cooper Financial Group first reported a position in DVYE in Q1 2026 and has held it in 2 quarters since. The position peaked at $6M in Q1 2026. 23 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Cooper Financial Group held 179,966 shares of iShares Emerging Markets Dividend ETF worth $5.8M as of Q2 2026.
  • Cooper Financial Group bought 5,352 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $184K.
  • iShares Emerging Markets Dividend ETF made up 0.48% of Cooper Financial Group's portfolio in Q2 2026, its #43 holding.
  • Cooper Financial Group first reported a position in iShares Emerging Markets Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Cooper Financial Group's iShares Emerging Markets Dividend ETF position peaked at $6M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.