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Howe & Rusling’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Howe & Rusling’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 		– Sell
-770
Closed -$26.5K – 490
2026
Q1 		$26.5K Buy
+770
New +$26K ﹤0.01% 392
2025
Q2 		– Sell
-3,573
Closed -$97.5K – 474
2025
Q1 		$97.5K Buy
+3,573
New +$95.3K 0.01% 301

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

Howe & Rusling's DVYE Position: Q2 2026 in Review

Howe & Rusling sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2026, closing a stake of 770 shares — an estimated $26.5K sold.

Howe & Rusling first reported a position in DVYE in Q1 2025 and held it in 2 quarters. The position peaked at $97.5K in Q1 2025. 202 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Howe & Rusling reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Howe & Rusling sold 770 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $26.5K.
  • Howe & Rusling first reported a position in iShares Emerging Markets Dividend ETF in Q1 2025 and held it in 2 quarters.
  • Howe & Rusling's iShares Emerging Markets Dividend ETF position peaked at $97.5K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.