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
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 $1.37T 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

D.B. Root & Company's DVYE Position: Q1 2026 in Review

D.B. Root & Company increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 318% in Q1 2026, buying an estimated $1.17M and bringing the position to 45,337 shares worth $1.56M. The position accounts for 0.37% of the portfolio, ranked #40.

D.B. Root & Company first reported a position in DVYE in Q4 2025 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • D.B. Root & Company held 45,337 shares of iShares Emerging Markets Dividend ETF worth $1.56M as of Q1 2026.
  • D.B. Root & Company bought 34,487 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $1.17M.
  • iShares Emerging Markets Dividend ETF made up 0.37% of D.B. Root & Company's portfolio in Q1 2026, its #40 holding.
  • D.B. Root & Company first reported a position in iShares Emerging Markets Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.