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

Lido Advisors’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	$1.69M	Sell	52,291 -289	-0.5%	-$9.94K	﹤0.01%	869
2026 Q1	$1.81M	Buy	52,580 +290	+0.6%	+$9.8K	0.01%	740
2025 Q4	$1.63M	Buy	52,290 +40	+0.1%	+$1.22K	﹤0.01%	793
2025 Q3	$1.55M	Hold	52,250	–	–	﹤0.01%	771
2025 Q2	$1.5M	Sell	52,250 -429	-0.8%	-$11.8K	0.01%	687
2025 Q1	$1.44M	Buy	+52,679	New	+$1.4M	0.01%	636
2022 Q2	–	Sell	-8,872	Closed	-$290K	–	973
2022 Q1	$290K	Sell	8,872 -8,149	-48%	-$297K	﹤0.01%	821
2021 Q4	$655K	Buy	17,021 +38	+0.2%	+$1.47K	0.01%	523
2021 Q3	$660K	Buy	+16,983	New	+$658K	0.01%	497

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

Lido Advisors's DVYE Position: Q2 2026 in Review

Lido Advisors reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 0.55% in Q2 2026, selling an estimated $9.94K and leaving 52,291 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Lido Advisors first reported a position in DVYE in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.81M in Q1 2026. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Lido Advisors held 52,291 shares of iShares Emerging Markets Dividend ETF worth $1.69M as of Q2 2026.
Lido Advisors sold 289 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $9.94K.
iShares Emerging Markets Dividend ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #869 holding.
Lido Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q3 2021 and has held it in 9 quarters since.
Lido Advisors's iShares Emerging Markets Dividend ETF position peaked at $1.81M in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.