PWM
DVYE icon

Puff Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Puff Wealth Management’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 		$707K Buy
20,782
+3,741
+22% +$128K 0.67% 38
2026
Q2 		$549K Buy
+17,041
New +$586K 0.56% 45

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
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
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

Puff Wealth Management's DVYE Position: Q3 2026 in Review

Puff Wealth Management increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 22% in Q3 2026, buying an estimated $128K and bringing the position to 20,782 shares worth $707K. The position accounts for 0.67% of the portfolio, ranked #38.

Puff Wealth Management first reported a position in DVYE in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold DVYE as of Q3 2026.

  • Puff Wealth Management held 20,782 shares of iShares Emerging Markets Dividend ETF worth $707K as of Q3 2026.
  • Puff Wealth Management bought 3,741 iShares Emerging Markets Dividend ETF shares in Q3 2026, an estimated $128K.
  • iShares Emerging Markets Dividend ETF made up 0.67% of Puff Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Puff Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.