SWM
DVYE icon

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

Stonebridge 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
Q2 		$1.35M Buy
41,800
+2,054
+5% +$70.6K 1.21% 20
2026
Q1 		$1.37M Buy
39,746
+12,519
+46% +$423K 1.31% 18
2025
Q4 		$848K Buy
+27,227
New +$833K 0.8% 26

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Stonebridge Wealth Management's DVYE Position: Q2 2026 in Review

Stonebridge Wealth Management increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 5.2% in Q2 2026, buying an estimated $70.6K and bringing the position to 41,800 shares worth $1.35M. The position accounts for 1.21% of the portfolio, ranked #20.

Stonebridge Wealth Management first reported a position in DVYE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.37M in Q1 2026. 22 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Stonebridge Wealth Management held 41,800 shares of iShares Emerging Markets Dividend ETF worth $1.35M as of Q2 2026.
  • Stonebridge Wealth Management bought 2,054 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $70.6K.
  • iShares Emerging Markets Dividend ETF made up 1.21% of Stonebridge Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Stonebridge Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • Stonebridge Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $1.37M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.