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

Regal Investment 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
Q1 		$476K Buy
13,842
+2,055
+17% +$69.4K 0.03% 440
2025
Q4 		$367K Buy
11,787
+934
+9% +$28.6K 0.02% 475
2025
Q3 		$322K Buy
10,853
+676
+7% +$19.9K 0.02% 454
2025
Q2 		$292K Sell
10,177
-870
-8% -$24K 0.02% 429
2025
Q1 		$301K Buy
+11,047
New +$295K 0.02% 398
2015
Q4 		– Sell
-550
Closed -$16K – 427
2015
Q3 		$16K Hold
550
– – ﹤0.01% 601
2015
Q2 		$22K Sell
550
-23,544
-98% -$1.03M 0.01% 538
2015
Q1 		$992K Buy
24,094
+909
+4% +$38.3K 0.25% 112
2014
Q4 		$970K Buy
23,185
+2,235
+11% +$97.2K 0.26% 106
2014
Q3 		$945K Buy
20,950
+20,430
+3,929% +$998K 0.29% 92
2014
Q2 		$25K Hold
520
– – 0.01% 504
2014
Q1 		$25K Hold
520
– – 0.01% 461
2013
Q4 		$25K Hold
520
– – 0.01% 405
2013
Q3 		$26K Buy
520
+95
+22% +$4.64K 0.02% 419
2013
Q2 		$21K Buy
+425
New +$22.1K 0.01% 450

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

Regal Investment Advisors's DVYE Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 17% in Q1 2026, buying an estimated $69.4K and bringing the position to 13,842 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #440.

Regal Investment Advisors first reported a position in DVYE in Q2 2013 and has held it in 15 quarters since. The position peaked at $992K in Q1 2015. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Regal Investment Advisors held 13,842 shares of iShares Emerging Markets Dividend ETF worth $476K as of Q1 2026.
  • Regal Investment Advisors bought 2,055 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $69.4K.
  • iShares Emerging Markets Dividend ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #440 holding.
  • Regal Investment Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q2 2013 and has held it in 15 quarters since.
  • Regal Investment Advisors's iShares Emerging Markets Dividend ETF position peaked at $992K in Q1 2015.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.