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Lifestyle Asset Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Lifestyle Asset Management’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 		$361K Buy
11,189
+4,858
+77% +$167K 0.1% 95
2026
Q1 		$218K Buy
+6,331
New +$214K 0.07% 130

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

Lifestyle Asset Management's DVYE Position: Q2 2026 in Review

Lifestyle Asset Management increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 77% in Q2 2026, buying an estimated $167K and bringing the position to 11,189 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #95.

Lifestyle Asset Management first reported a position in DVYE in Q1 2026 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Lifestyle Asset Management held 11,189 shares of iShares Emerging Markets Dividend ETF worth $361K as of Q2 2026.
  • Lifestyle Asset Management bought 4,858 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $167K.
  • iShares Emerging Markets Dividend ETF made up 0.1% of Lifestyle Asset Management's portfolio in Q2 2026, its #95 holding.
  • Lifestyle Asset Management first reported a position in iShares Emerging Markets Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.