Fort Point Capital Partners’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Fort Point Capital Partners’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	–	Sell	-5,980	Closed	-$206K	–	257
2026 Q1	$206K	Buy	+5,980	New	+$202K	0.02%	221
2022 Q3	–	Sell	-251,486	Closed	-$6.69M	–	268
2022 Q2	$6.69M	Sell	251,486 -2,796	-1%	-$83.7K	1.09%	26
2022 Q1	$8.31M	Sell	254,282 -28,705	-10%	-$1.04M	1.16%	21
2021 Q4	$10.9M	Sell	282,987 -20,555	-7%	-$795K	1.46%	15
2021 Q3	$11.8M	Sell	303,542 -43,981	-13%	-$1.7M	1.77%	13
2021 Q2	$13.5M	Buy	347,523 +56,258	+19%	+$2.24M	2.47%	12
2021 Q1	$11.4M	Buy	291,265 +86,010	+42%	+$3.32M	2.45%	11
2020 Q4	$7.64M	Buy	205,255 +34,350	+20%	+$1.15M	1.75%	13
2020 Q3	$5.15M	Buy	+170,905	New	+$5.45M	1.3%	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

Fort Point Capital Partners's DVYE Position: Q2 2026 in Review

Fort Point Capital Partners sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2026, closing a stake of 5,980 shares — an estimated $206K sold.

Fort Point Capital Partners first reported a position in DVYE in Q3 2020 and held it in 9 quarters. The position peaked at $13.5M in Q2 2021. 199 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Fort Point Capital Partners reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2026 after selling out during the quarter.
Fort Point Capital Partners sold 5,980 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $206K.
Fort Point Capital Partners first reported a position in iShares Emerging Markets Dividend ETF in Q3 2020 and held it in 9 quarters.
Fort Point Capital Partners's iShares Emerging Markets Dividend ETF position peaked at $13.5M in Q2 2021.
199 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.