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 Q2	$34.7M	Buy	1,076,340 +23,938	+2%	+$823K	0.02%	315
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 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

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

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Creative Planning's DVYE Position: Q2 2026 in Review

Creative Planning increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 2.3% in Q2 2026, buying an estimated $823K and bringing the position to 1,076,340 shares worth $34.7M. The position accounts for 0.02% of the portfolio, ranked #315.

Creative Planning first reported a position in DVYE in Q4 2015 and has held it in 25 quarters since. The position peaked at $36.2M in Q1 2026. 199 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Creative Planning held 1,076,340 shares of iShares Emerging Markets Dividend ETF worth $34.7M as of Q2 2026.
Creative Planning bought 23,938 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $823K.
iShares Emerging Markets Dividend ETF made up 0.02% of Creative Planning's portfolio in Q2 2026, its #315 holding.
Creative Planning first reported a position in iShares Emerging Markets Dividend ETF in Q4 2015 and has held it in 25 quarters since.
Creative Planning's iShares Emerging Markets Dividend ETF position peaked at $36.2M in Q1 2026.
199 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.