IFG
DVYE icon

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

Independent 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
Q3 		$518K Sell
15,228
-29,212
-66% -$1M 0.01% 996
2026
Q2 		$1.43M Sell
44,440
-12,846
-22% -$442K 0.03% 566
2026
Q1 		$1.97M Buy
+57,286
New +$1.94M 0.04% 411

Other funds holding DVYE

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Independent Financial Group's DVYE Position: Q3 2026 in Review

Independent Financial Group reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 66% in Q3 2026, selling an estimated $1M and leaving 15,228 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #996.

Independent Financial Group first reported a position in DVYE in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.97M in Q1 2026. 16 funds tracked by Wall St. Rank hold DVYE as of Q3 2026.

  • Independent Financial Group held 15,228 shares of iShares Emerging Markets Dividend ETF worth $518K as of Q3 2026.
  • Independent Financial Group sold 29,212 iShares Emerging Markets Dividend ETF shares in Q3 2026, an estimated $1M.
  • iShares Emerging Markets Dividend ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #996 holding.
  • Independent Financial Group first reported a position in iShares Emerging Markets Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • Independent Financial Group's iShares Emerging Markets Dividend ETF position peaked at $1.97M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.