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 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

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

Winnow Wealth's DVYE Position: Q2 2026 in Review

Winnow Wealth reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 5.1% in Q2 2026, selling an estimated $29.4K and leaving 15,793 shares worth $509K. The position accounts for 0.35% of the portfolio, ranked #86.

Winnow Wealth first reported a position in DVYE in Q4 2024 and has held it in 6 quarters since. The position peaked at $633K in Q3 2025. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Winnow Wealth held 15,793 shares of iShares Emerging Markets Dividend ETF worth $509K as of Q2 2026.
Winnow Wealth sold 856 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $29.4K.
iShares Emerging Markets Dividend ETF made up 0.35% of Winnow Wealth's portfolio in Q2 2026, its #86 holding.
Winnow Wealth first reported a position in iShares Emerging Markets Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's iShares Emerging Markets Dividend ETF position peaked at $633K in Q3 2025.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.