Wedmont Private Capital’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Wedmont Private Capital’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	$319K	Buy	9,157 +167	+2%	+$5.73K	0.01%	758
2026 Q2	$299K	Buy	8,990 +579	+7%	+$19.9K	0.01%	741
2026 Q1	$294K	Buy	8,411 +26	+0.3%	+$879	0.01%	670
2025 Q4	$267K	Buy	8,385 +113	+1%	+$3.46K	0.01%	677
2025 Q3	$243K	Buy	8,272 +150	+2%	+$4.42K	0.01%	681
2025 Q2	$234K	Buy	8,122 +194	+2%	+$5.34K	0.01%	669
2025 Q1	$204K	Buy	+7,928	New	+$211K	0.01%	660
2024 Q4	–	Sell	-7,466	Closed	-$222K	–	710
2024 Q3	$222K	Buy	+7,466	New	+$204K	0.01%	609

Other funds holding DVYE

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's DVYE Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 1.9% in Q3 2026, buying an estimated $5.73K and bringing the position to 9,157 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #758.

Wedmont Private Capital first reported a position in DVYE in Q3 2024 and has held it in 8 quarters since. 12 funds tracked by Wall St. Rank hold DVYE as of Q3 2026.

Wedmont Private Capital held 9,157 shares of iShares Emerging Markets Dividend ETF worth $319K as of Q3 2026.
Wedmont Private Capital bought 167 iShares Emerging Markets Dividend ETF shares in Q3 2026, an estimated $5.73K.
iShares Emerging Markets Dividend ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #758 holding.
Wedmont Private Capital first reported a position in iShares Emerging Markets Dividend ETF in Q3 2024 and has held it in 8 quarters since.
12 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.