Crestwood Advisors Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Crestwood Advisors 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	$1.41M	Sell	43,820 -297	-0.7%	-$10.2K	0.02%	274
2026 Q1	$1.52M	Sell	44,117 -2	-0%	-$68	0.03%	254
2025 Q4	$1.37M	Buy	44,119 +3	+0%	+$92	0.02%	247
2025 Q3	$1.31M	Buy	44,116 +1,469	+3%	+$43.3K	0.02%	256
2025 Q2	$1.22M	Buy	42,647 +1,254	+3%	+$34.5K	0.02%	259
2025 Q1	$1.13M	Hold	41,393	–	–	0.02%	258
2024 Q4	$1.07M	Buy	41,393 +927	+2%	+$25.7K	0.02%	236
2024 Q3	$1.16M	Buy	40,466 +275	+0.7%	+$7.5K	0.02%	220
2024 Q2	$1.09M	Hold	40,191	–	–	0.02%	213
2024 Q1	$1.05M	Buy	+40,191	New	+$1.05M	0.02%	214

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

Crestwood Advisors Group's DVYE Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 0.67% in Q2 2026, selling an estimated $10.2K and leaving 43,820 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #274.

Crestwood Advisors Group first reported a position in DVYE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.52M in Q1 2026. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Crestwood Advisors Group held 43,820 shares of iShares Emerging Markets Dividend ETF worth $1.41M as of Q2 2026.
Crestwood Advisors Group sold 297 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $10.2K.
iShares Emerging Markets Dividend ETF made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #274 holding.
Crestwood Advisors Group first reported a position in iShares Emerging Markets Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Crestwood Advisors Group's iShares Emerging Markets Dividend ETF position peaked at $1.52M in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.