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

Western 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	$302K	Sell	9,375 -1,044	-10%	-$35.9K	0.01%	830
2026 Q1	$358K	Buy	10,419 +1,006	+11%	+$34K	0.01%	737
2025 Q4	$293K	Buy	9,413 +1,371	+17%	+$41.9K	0.01%	670
2025 Q3	$239K	Buy	+8,042	New	+$237K	0.01%	681

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

AOI

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Western Wealth Management reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 10% in Q2 2026, selling an estimated $35.9K and leaving 9,375 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #830.

Western Wealth Management first reported a position in DVYE in Q3 2025 and has held it in 4 quarters since. The position peaked at $358K in Q1 2026. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Western Wealth Management held 9,375 shares of iShares Emerging Markets Dividend ETF worth $302K as of Q2 2026.
Western Wealth Management sold 1,044 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $35.9K.
iShares Emerging Markets Dividend ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #830 holding.
Western Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q3 2025 and has held it in 4 quarters since.
Western Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $358K in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.