Creative Planning
DVYE icon

Creative Planning’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Creative Planning’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
Q1 		$36.2M Sell
1,052,402
-41,932
-4% -$1.42M 0.02% 274
2025
Q4 		$34.1M Sell
1,094,334
-7,068
-0.6% -$216K 0.02% 264
2025
Q3 		$32.7M Buy
1,101,402
+10,198
+0.9% +$301K 0.03% 260
2025
Q2 		$31.3M Sell
1,091,204
-11,983
-1% -$330K 0.03% 244
2025
Q1 		$30.1M Buy
1,103,187
+21,613
+2% +$576K 0.03% 240
2024
Q4 		$27.9M Sell
1,081,574
-3,870
-0.4% -$107K 0.03% 233
2024
Q3 		$31.2M Sell
1,085,444
-25,075
-2% -$684K 0.03% 209
2024
Q2 		$30.2M Sell
1,110,519
-19,567
-2% -$540K 0.03% 200
2024
Q1 		$29.6M Sell
1,130,086
-57,877
-5% -$1.52M 0.03% 203
2023
Q4 		$31.5M Sell
1,187,963
-142,087
-11% -$3.52M 0.06% 176
2023
Q3 		$31.7M Buy
1,330,050
+38,028
+3% +$942K 0.04% 177
2023
Q2 		$31.7M Buy
1,292,022
+114,415
+10% +$2.84M 0.04% 167
2023
Q1 		$28.9M Sell
1,177,607
-13,141
-1% -$329K 0.04% 171
2022
Q4 		$28.7M Buy
1,190,748
+210,464
+21% +$5.03M 0.04% 167
2022
Q3 		$22.2M Buy
980,284
+244,314
+33% +$6.23M 0.04% 172
2022
Q2 		$19.6M Buy
735,970
+327,508
+80% +$9.81M 0.03% 195
2022
Q1 		$13.4M Sell
408,462
-131,592
-24% -$4.79M 0.02% 279
2021
Q4 		$20.8M Buy
540,054
+80,836
+18% +$3.13M 0.03% 180
2021
Q3 		$17.9M Buy
459,218
+35,586
+8% +$1.38M 0.03% 187
2021
Q2 		$16.5M Sell
423,632
-32,778
-7% -$1.31M 0.03% 194
2021
Q1 		$17.9M Buy
456,410
+37,252
+9% +$1.44M 0.04% 187
2020
Q4 		$15.6M Buy
+419,158
New +$14M 0.03% 191
2016
Q4 		– Sell
-219
Closed -$8K – 4664
2016
Q3 		$8K Buy
+219
New +$7.83K ﹤0.01% 3636
2016
Q1 		– Sell
-1,100
Closed -$33K – 4364
2015
Q4 		$33K Buy
+1,100
New +$35.3K ﹤0.01% 2442

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's DVYE Position: Q1 2026 in Review

Creative Planning reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 3.8% in Q1 2026, selling an estimated $1.42M and leaving 1,052,402 shares worth $36.2M. The position accounts for 0.02% of the portfolio, ranked #274.

Creative Planning first reported a position in DVYE in Q4 2015 and has held it in 24 quarters since. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Creative Planning held 1,052,402 shares of iShares Emerging Markets Dividend ETF worth $36.2M as of Q1 2026.
  • Creative Planning sold 41,932 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $1.42M.
  • iShares Emerging Markets Dividend ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #274 holding.
  • Creative Planning first reported a position in iShares Emerging Markets Dividend ETF in Q4 2015 and has held it in 24 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.