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

Winnow Wealth’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	$409K	Sell	12,029 -3,764	-24%	-$129K	0.27%	103
2026 Q2	$509K	Sell	15,793 -856	-5%	-$29.4K	0.35%	86
2026 Q1	$572K	Sell	16,649 -2,805	-14%	-$94.8K	0.44%	75
2025 Q4	$623K	Sell	19,454 -1,660	-8%	-$50.8K	0.46%	73
2025 Q3	$633K	Buy	+21,114	New	+$622K	0.5%	68
2025 Q2	–	Sell	-10,407	Closed	-$284K	–	316
2025 Q1	$284K	Sell	10,407 -5,492	-35%	-$146K	0.26%	82
2024 Q4	$410K	Buy	+15,899	New	+$441K	0.41%	72

Other funds holding DVYE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Beta Wealth Group San Diego, California $268M AUM 12.53% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Winnow Wealth's DVYE Position: Q3 2026 in Review

Winnow Wealth reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 24% in Q3 2026, selling an estimated $129K and leaving 12,029 shares worth $409K. The position accounts for 0.27% of the portfolio, ranked #103.

Winnow Wealth first reported a position in DVYE in Q4 2024 and has held it in 7 quarters since. The position peaked at $633K in Q3 2025. 128 funds tracked by Wall St. Rank hold DVYE as of Q3 2026.

Winnow Wealth held 12,029 shares of iShares Emerging Markets Dividend ETF worth $409K as of Q3 2026.
Winnow Wealth sold 3,764 iShares Emerging Markets Dividend ETF shares in Q3 2026, an estimated $129K.
iShares Emerging Markets Dividend ETF made up 0.27% of Winnow Wealth's portfolio in Q3 2026, its #103 holding.
Winnow Wealth first reported a position in iShares Emerging Markets Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Winnow Wealth's iShares Emerging Markets Dividend ETF position peaked at $633K in Q3 2025.
128 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.