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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Fort Point Capital Partners's DVYE Position: Q1 2026 in Review

Fort Point Capital Partners opened a new position in iShares Emerging Markets Dividend ETF (DVYE) in Q1 2026: 5,980 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings. This is a return to the name: Fort Point Capital Partners previously reported a position in DVYE as recently as Q2 2022.

Fort Point Capital Partners first reported a position in DVYE in Q3 2020 and has held it in 9 quarters since. The position peaked at $13.5M in Q2 2021. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

Fort Point Capital Partners held 5,980 shares of iShares Emerging Markets Dividend ETF worth $206K as of Q1 2026.
iShares Emerging Markets Dividend ETF was a new Fort Point Capital Partners position in Q1 2026.
iShares Emerging Markets Dividend ETF made up 0.02% of Fort Point Capital Partners's portfolio in Q1 2026, its #221 holding.
Fort Point Capital Partners first reported a position in iShares Emerging Markets Dividend ETF in Q3 2020 and has held it in 9 quarters since.
Fort Point Capital Partners's iShares Emerging Markets Dividend ETF position peaked at $13.5M in Q2 2021.
195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.