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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
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 $1.37T 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 $30.4B AUM 27.51% 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

Howe & Rusling's DVYE Position: Q1 2026 in Review

Howe & Rusling opened a new position in iShares Emerging Markets Dividend ETF (DVYE) in Q1 2026: 770 shares worth $26.5K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in DVYE as recently as Q1 2025.

Howe & Rusling first reported a position in DVYE in Q1 2025 and has held it in 2 quarters since. The position peaked at $97.5K in Q1 2025. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Howe & Rusling held 770 shares of iShares Emerging Markets Dividend ETF worth $26.5K as of Q1 2026.
  • iShares Emerging Markets Dividend ETF was a new Howe & Rusling position in Q1 2026.
  • iShares Emerging Markets Dividend ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #392 holding.
  • Howe & Rusling first reported a position in iShares Emerging Markets Dividend ETF in Q1 2025 and has held it in 2 quarters since.
  • Howe & Rusling's iShares Emerging Markets Dividend ETF position peaked at $97.5K in Q1 2025.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.