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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
Q2 		– Sell
-1,217
Closed -$41.8K – 1173
2026
Q1 		$41.8K Buy
+1,217
New +$41.1K ﹤0.01% 956

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AOI
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PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's DVYE Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2026, closing a stake of 1,217 shares — an estimated $41.8K sold.

Root Financial Partners first reported a position in DVYE in Q1 2026 and held it in 1 quarter. The position peaked at $41.8K in Q1 2026. 77 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,217 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $41.8K.
  • Root Financial Partners first reported a position in iShares Emerging Markets Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares Emerging Markets Dividend ETF position peaked at $41.8K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.