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DVYE icon

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

&Partners’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 		$4.75M Sell
138,295
-1,938
-1% -$65.5K 0.02% 538
2025
Q4 		$4.37M Buy
140,233
+2,408
+2% +$73.7K 0.02% 544
2025
Q3 		$4.1M Buy
137,825
+3,612
+3% +$106K 0.03% 487
2025
Q2 		$3.85M Buy
134,213
+2,779
+2% +$76.5K 0.03% 442
2025
Q1 		$3.59M Buy
131,434
+6,279
+5% +$167K 0.04% 371
2024
Q4 		$3.23M Buy
125,155
+40,243
+47% +$1.12M 0.04% 363
2024
Q3 		$2.44M Buy
+84,912
New +$2.32M 0.05% 327

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 $27.4B AUM 24.17% 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

&Partners's DVYE Position: Q1 2026 in Review

&Partners reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 1.4% in Q1 2026, selling an estimated $65.5K and leaving 138,295 shares worth $4.75M. The position accounts for 0.02% of the portfolio, ranked #538.

&Partners first reported a position in DVYE in Q3 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • &Partners held 138,295 shares of iShares Emerging Markets Dividend ETF worth $4.75M as of Q1 2026.
  • &Partners sold 1,938 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $65.5K.
  • iShares Emerging Markets Dividend ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #538 holding.
  • &Partners first reported a position in iShares Emerging Markets Dividend ETF in Q3 2024 and has held it in 7 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.