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 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

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 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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wedmont Private Capital's DVYE Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 6.9% in Q2 2026, buying an estimated $19.9K and bringing the position to 8,990 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #741.

Wedmont Private Capital first reported a position in DVYE in Q3 2024 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Wedmont Private Capital held 8,990 shares of iShares Emerging Markets Dividend ETF worth $299K as of Q2 2026.
Wedmont Private Capital bought 579 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $19.9K.
iShares Emerging Markets Dividend ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #741 holding.
Wedmont Private Capital first reported a position in iShares Emerging Markets Dividend ETF in Q3 2024 and has held it in 7 quarters since.
23 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.