Oakmont Advisory Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Oakmont Advisory 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	$325K	Buy	10,073 +336	+3%	+$11.6K	0.27%	103
2026 Q1	$335K	Buy	9,737 +213	+2%	+$7.2K	0.34%	79
2025 Q4	$297K	Buy	+9,524	New	+$291K	0.32%	109

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

Oakmont Advisory Group's DVYE Position: Q2 2026 in Review

Oakmont Advisory Group increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 3.5% in Q2 2026, buying an estimated $11.6K and bringing the position to 10,073 shares worth $325K. The position accounts for 0.27% of the portfolio, ranked #103.

Oakmont Advisory Group first reported a position in DVYE in Q4 2025 and has held it in 3 quarters since. The position peaked at $335K in Q1 2026. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Oakmont Advisory Group held 10,073 shares of iShares Emerging Markets Dividend ETF worth $325K as of Q2 2026.
Oakmont Advisory Group bought 336 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $11.6K.
iShares Emerging Markets Dividend ETF made up 0.27% of Oakmont Advisory Group's portfolio in Q2 2026, its #103 holding.
Oakmont Advisory Group first reported a position in iShares Emerging Markets Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Oakmont Advisory Group's iShares Emerging Markets Dividend ETF position peaked at $335K in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.