Crescent Grove Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Crescent Grove Advisors’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	$5.2M	Buy	151,258 +11,917	+9%	+$403K	0.5%	49
2025 Q4	$4.34M	Buy	139,341 +1,347	+1%	+$41.2K	0.4%	55
2025 Q3	$4.1M	Buy	137,994 +6,714	+5%	+$198K	0.39%	59
2025 Q2	$3.76M	Buy	131,280 +9,059	+7%	+$249K	0.36%	59
2025 Q1	$3.34M	Buy	122,221 +4,250	+4%	+$113K	0.35%	59
2024 Q4	$3.05M	Buy	117,971 +13,742	+13%	+$381K	0.3%	61
2024 Q3	$2.99M	Buy	104,229 +10,381	+11%	+$283K	0.31%	57
2024 Q2	$2.55M	Hold	93,848	–	–	0.28%	59
2024 Q1	$2.46M	Buy	93,848 +345	+0.4%	+$9.05K	0.26%	63
2023 Q4	$2.48M	Sell	93,503 -22,840	-20%	-$567K	0.28%	57
2023 Q3	$2.87M	Buy	116,343 +4,645	+4%	+$115K	0.36%	49
2023 Q2	$2.74M	Buy	111,698 +41,442	+59%	+$1.03M	0.29%	59
2023 Q1	$1.72M	Buy	70,256 +34,825	+98%	+$871K	0.2%	71
2022 Q4	$855K	Buy	35,431 +20,575	+138%	+$492K	0.09%	124
2022 Q3	$337K	Buy	+14,856	New	+$379K	0.04%	197

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Crescent Grove Advisors's DVYE Position: Q1 2026 in Review

Crescent Grove Advisors increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 8.6% in Q1 2026, buying an estimated $403K and bringing the position to 151,258 shares worth $5.2M. The position accounts for 0.5% of the portfolio, ranked #49.

Crescent Grove Advisors first reported a position in DVYE in Q3 2022 and has held it in 15 quarters since. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

Crescent Grove Advisors held 151,258 shares of iShares Emerging Markets Dividend ETF worth $5.2M as of Q1 2026.
Crescent Grove Advisors bought 11,917 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $403K.
iShares Emerging Markets Dividend ETF made up 0.5% of Crescent Grove Advisors's portfolio in Q1 2026, its #49 holding.
Crescent Grove Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q3 2022 and has held it in 15 quarters since.
195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.