Wealthspire Advisors (New York)’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$1.78M	Hold	51,658	–	–	0.01%	303
2025 Q4	$1.61M	Hold	51,658	–	–	0.01%	334
2025 Q3	$1.53M	Hold	51,658	–	–	0.01%	318
2025 Q2	$1.48M	Hold	51,658	–	–	0.01%	324
2025 Q1	$1.41M	Buy	51,658 +330	+0.6%	+$8.8K	0.01%	326
2024 Q4	$1.33M	Buy	51,328 +2,678	+6%	+$74.2K	0.01%	316
2024 Q3	$1.4M	Hold	48,650	–	–	0.01%	312
2024 Q2	$1.32M	Hold	48,650	–	–	0.02%	261
2024 Q1	$1.27M	Sell	48,650 -240	-0.5%	-$6.3K	0.02%	277
2023 Q4	$1.3M	Buy	48,890 +13	+0%	+$322	0.02%	268
2023 Q3	$1.16M	Buy	48,877 +227	+0.5%	+$5.62K	0.02%	257
2023 Q2	$1.19M	Hold	48,650	–	–	0.02%	224
2023 Q1	$1.19M	Hold	48,650	–	–	0.02%	221
2022 Q4	$1.17M	Hold	48,650	–	–	0.02%	232
2022 Q3	$1.1M	Hold	48,650	–	–	0.02%	212
2022 Q2	$1.29M	Buy	+48,650	New	+$1.46M	0.03%	186
2021 Q4	–	Sell	-48,650	Closed	-$1.89M	–	563
2021 Q3	$1.89M	Buy	+48,650	New	+$1.88M	0.04%	171

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Wealthspire Advisors (New York)'s DVYE Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q1 2026 at 51,658 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #303.

Wealthspire Advisors (New York) first reported a position in DVYE in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.89M in Q3 2021. 196 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

Wealthspire Advisors (New York) held 51,658 shares of iShares Emerging Markets Dividend ETF worth $1.78M as of Q1 2026.
Wealthspire Advisors (New York) left its iShares Emerging Markets Dividend ETF share count unchanged in Q1 2026.
iShares Emerging Markets Dividend ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #303 holding.
Wealthspire Advisors (New York) first reported a position in iShares Emerging Markets Dividend ETF in Q3 2021 and has held it in 17 quarters since.
Wealthspire Advisors (New York)'s iShares Emerging Markets Dividend ETF position peaked at $1.89M in Q3 2021.
196 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.