Corient Private Wealth
DVYE icon

Corient Private Wealth’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Corient Private Wealth’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
Q1 		$239K Sell
6,958
-6,330
-48% -$214K ﹤0.01% 2447
2025
Q4 		$414K Buy
+13,288
New +$406K ﹤0.01% 2423

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Corient Private Wealth's DVYE Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 48% in Q1 2026, selling an estimated $214K and leaving 6,958 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

Corient Private Wealth first reported a position in DVYE in Q4 2025 and has held it in 2 quarters since. The position peaked at $414K in Q4 2025. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Corient Private Wealth held 6,958 shares of iShares Emerging Markets Dividend ETF worth $239K as of Q1 2026.
  • Corient Private Wealth sold 6,330 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $214K.
  • iShares Emerging Markets Dividend ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2447 holding.
  • Corient Private Wealth first reported a position in iShares Emerging Markets Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's iShares Emerging Markets Dividend ETF position peaked at $414K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.