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Pension & Wealth Management Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Pension & Wealth Management Advisors’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 		$380K Sell
11,779
-937
-7% -$32.2K 0.1% 129
2026
Q1 		$437K Buy
12,716
+712
+6% +$24.1K 0.13% 112
2025
Q4 		$374K Buy
12,004
+50
+0.4% +$1.53K 0.11% 117
2025
Q3 		$355K Sell
11,954
-134
-1% -$3.95K 0.11% 105
2025
Q2 		$346K Sell
12,088
-51
-0.4% -$1.41K 0.12% 104
2025
Q1 		$331K Buy
12,139
+1,212
+11% +$32.3K 0.12% 108
2024
Q4 		$282K Buy
10,927
+289
+3% +$8.01K 0.11% 112
2024
Q3 		$305K Buy
10,638
+1,449
+16% +$39.5K 0.16% 79
2024
Q2 		$250K Buy
9,189
+1,297
+16% +$35.8K 0.14% 81
2024
Q1 		$206K Buy
7,892
+942
+14% +$24.7K 0.14% 87
2023
Q4 		$184K Buy
6,950
+713
+11% +$17.7K 0.12% 96
2023
Q3 		$149K Buy
6,237
+5,578
+846% +$138K 0.11% 102
2023
Q2 		$112K Sell
659
-1,647
-71% -$40.8K 0.08% 119
2023
Q1 		$56.6K Buy
2,306
+9
+0.4% +$225 0.04% 154
2022
Q4 		$55.4K Buy
+2,297
New +$54.9K 0.05% 150

Other funds holding DVYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Pension & Wealth Management Advisors's DVYE Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 7.4% in Q2 2026, selling an estimated $32.2K and leaving 11,779 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #129.

Pension & Wealth Management Advisors first reported a position in DVYE in Q4 2022 and has held it in 15 quarters since. The position peaked at $437K in Q1 2026. 188 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Pension & Wealth Management Advisors held 11,779 shares of iShares Emerging Markets Dividend ETF worth $380K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 937 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $32.2K.
  • iShares Emerging Markets Dividend ETF made up 0.1% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #129 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's iShares Emerging Markets Dividend ETF position peaked at $437K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.