Ipsen Advisor Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Ipsen Advisor 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	$1.61M	Buy	49,938 +1,312	+3%	+$45.1K	1.04%	26
2026 Q1	$1.67M	Sell	48,626 -652	-1%	-$22K	1.17%	23
2025 Q4	$1.54M	Buy	49,278 +877	+2%	+$26.8K	1.09%	25
2025 Q3	$1.44M	Buy	48,401 +1,566	+3%	+$46.2K	1.03%	25
2025 Q2	$1.34M	Buy	46,835 +3,748	+9%	+$103K	1.02%	26
2025 Q1	$1.18M	Buy	43,087 +609	+1%	+$16.2K	1.01%	24
2024 Q4	$1.1M	Buy	+42,478	New	+$1.18M	0.94%	27

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

Ipsen Advisor Group's DVYE Position: Q2 2026 in Review

Ipsen Advisor Group increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 2.7% in Q2 2026, buying an estimated $45.1K and bringing the position to 49,938 shares worth $1.61M. The position accounts for 1.04% of the portfolio, ranked #26.

Ipsen Advisor Group first reported a position in DVYE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q1 2026. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Ipsen Advisor Group held 49,938 shares of iShares Emerging Markets Dividend ETF worth $1.61M as of Q2 2026.
Ipsen Advisor Group bought 1,312 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $45.1K.
iShares Emerging Markets Dividend ETF made up 1.04% of Ipsen Advisor Group's portfolio in Q2 2026, its #26 holding.
Ipsen Advisor Group first reported a position in iShares Emerging Markets Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Ipsen Advisor Group's iShares Emerging Markets Dividend ETF position peaked at $1.67M in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.