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 Q2	$453K	Buy	14,066 +224	+2%	+$7.7K	0.02%	484
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 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

Regal Investment Advisors's DVYE Position: Q2 2026 in Review

Regal Investment Advisors increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 1.6% in Q2 2026, buying an estimated $7.7K and bringing the position to 14,066 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #484.

Regal Investment Advisors first reported a position in DVYE in Q2 2013 and has held it in 16 quarters since. The position peaked at $992K in Q1 2015. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Regal Investment Advisors held 14,066 shares of iShares Emerging Markets Dividend ETF worth $453K as of Q2 2026.
Regal Investment Advisors bought 224 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $7.7K.
iShares Emerging Markets Dividend ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #484 holding.
Regal Investment Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q2 2013 and has held it in 16 quarters since.
Regal Investment Advisors's iShares Emerging Markets Dividend ETF position peaked at $992K in Q1 2015.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.