Root Financial Partners
DVYE icon

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

Root Financial 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
Q3 		$6.32K Buy
+186
New +$6.38K ﹤0.01% 2134
2026
Q2 		– Sell
-1,217
Closed -$41.8K – 1173
2026
Q1 		$41.8K Buy
+1,217
New +$41.1K ﹤0.01% 956

Other funds holding DVYE

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's DVYE Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Emerging Markets Dividend ETF (DVYE) in Q3 2026: 186 shares worth $6.32K. The stake represents ﹤0.01% of the portfolio and ranks #2134 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DVYE as recently as Q1 2026.

Root Financial Partners first reported a position in DVYE in Q1 2026 and has held it in 2 quarters since. The position peaked at $41.8K in Q1 2026. 181 funds tracked by Wall St. Rank hold DVYE as of Q3 2026.

  • Root Financial Partners held 186 shares of iShares Emerging Markets Dividend ETF worth $6.32K as of Q3 2026.
  • iShares Emerging Markets Dividend ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Emerging Markets Dividend ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2134 holding.
  • Root Financial Partners first reported a position in iShares Emerging Markets Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's iShares Emerging Markets Dividend ETF position peaked at $41.8K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.