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DVYE icon

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

NewEdge 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 		$2.68M Sell
83,237
-15,396
-16% -$529K 0.01% 1067
2026
Q1 		$3.39M Sell
98,633
-9,433
-9% -$319K 0.01% 848
2025
Q4 		$3.37M Sell
108,066
-152,555
-59% -$4.67M 0.01% 822
2025
Q3 		$7.74M Buy
260,621
+4,083
+2% +$120K 0.04% 475
2025
Q2 		$7.35M Buy
256,538
+52,235
+26% +$1.44M 0.04% 442
2025
Q1 		$5.58M Buy
204,303
+158,614
+347% +$4.23M 0.03% 475
2024
Q4 		$1.18M Sell
45,689
-577
-1% -$16K 0.01% 1081
2024
Q3 		$1.33M Sell
46,266
-48,709
-51% -$1.33M 0.01% 973
2024
Q2 		$2.58M Buy
94,975
+1,044
+1% +$28.8K 0.02% 657
2024
Q1 		$2.46M Buy
93,931
+5,265
+6% +$138K 0.02% 618
2023
Q4 		$2.25M Buy
88,666
+86,677
+4,358% +$2.15M 0.02% 623
2023
Q3 		$47.4K Sell
1,989
-200
-9% -$4.95K ﹤0.01% 2111
2023
Q2 		$53.6K Sell
2,189
-42
-2% -$1.04K ﹤0.01% 2064
2023
Q1 		$54.7K Buy
2,231
+200
+10% +$5K ﹤0.01% 1958
2022
Q4 		$49 Buy
+2,031
New +$48.5K ﹤0.01% 3475
2020
Q4 		– Sell
-11,890
Closed -$358K – 1010
2020
Q3 		$358K Sell
11,890
-1,497
-11% -$47.8K 0.01% 669
2020
Q2 		$419K Buy
13,387
+4,576
+52% +$142K 0.02% 588
2020
Q1 		$248K Buy
8,811
+2,864
+48% +$104K 0.01% 653
2019
Q4 		$241K Buy
+5,947
New +$230K 0.01% 723

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

NewEdge Advisors's DVYE Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 16% in Q2 2026, selling an estimated $529K and leaving 83,237 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #1067.

NewEdge Advisors first reported a position in DVYE in Q4 2019 and has held it in 19 quarters since. The position peaked at $7.74M in Q3 2025. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • NewEdge Advisors held 83,237 shares of iShares Emerging Markets Dividend ETF worth $2.68M as of Q2 2026.
  • NewEdge Advisors sold 15,396 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $529K.
  • iShares Emerging Markets Dividend ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1067 holding.
  • NewEdge Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2019 and has held it in 19 quarters since.
  • NewEdge Advisors's iShares Emerging Markets Dividend ETF position peaked at $7.74M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.