DBRC
DVYE icon

D.B. Root & Company’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

D.B. Root & Company’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 		$1.97M Buy
61,140
+15,803
+35% +$543K 0.42% 39
2026
Q1 		$1.56M Buy
45,337
+34,487
+318% +$1.17M 0.37% 40
2025
Q4 		$338K Buy
+10,850
New +$332K 0.08% 143

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

D.B. Root & Company's DVYE Position: Q2 2026 in Review

D.B. Root & Company increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 35% in Q2 2026, buying an estimated $543K and bringing the position to 61,140 shares worth $1.97M. The position accounts for 0.42% of the portfolio, ranked #39.

D.B. Root & Company first reported a position in DVYE in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • D.B. Root & Company held 61,140 shares of iShares Emerging Markets Dividend ETF worth $1.97M as of Q2 2026.
  • D.B. Root & Company bought 15,803 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $543K.
  • iShares Emerging Markets Dividend ETF made up 0.42% of D.B. Root & Company's portfolio in Q2 2026, its #39 holding.
  • D.B. Root & Company first reported a position in iShares Emerging Markets Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.