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

Beta Wealth Group’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 		$7.28M Buy
225,853
+2,931
+1% +$101K 2.73% 13
2026
Q1 		$7.66M Sell
222,922
-88,507
-28% -$2.99M 3.17% 8
2025
Q4 		$9.7M Sell
311,429
-9,891
-3% -$303K 3.9% 6
2025
Q3 		$9.54M Buy
+321,320
New +$9.47M 3.77% 6

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Beta Wealth Group's DVYE Position: Q2 2026 in Review

Beta Wealth Group increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 1.3% in Q2 2026, buying an estimated $101K and bringing the position to 225,853 shares worth $7.28M. The position accounts for 2.73% of the portfolio, ranked #13.

Beta Wealth Group first reported a position in DVYE in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.7M in Q4 2025. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Beta Wealth Group held 225,853 shares of iShares Emerging Markets Dividend ETF worth $7.28M as of Q2 2026.
  • Beta Wealth Group bought 2,931 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $101K.
  • iShares Emerging Markets Dividend ETF made up 2.73% of Beta Wealth Group's portfolio in Q2 2026, its #13 holding.
  • Beta Wealth Group first reported a position in iShares Emerging Markets Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Beta Wealth Group's iShares Emerging Markets Dividend ETF position peaked at $9.7M in Q4 2025.
  • 200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.