Security National Bank’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Security National Bank’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	$159K	Hold	4,947	–	–	0.02%	168
2026 Q1	$170K	Hold	4,947	–	–	0.02%	148
2025 Q4	$154K	Hold	4,947	–	–	0.02%	159
2025 Q3	$147K	Hold	4,947	–	–	0.02%	161
2025 Q2	$142K	Buy	4,947 +34	+0.7%	+$936	0.02%	143
2025 Q1	$134K	Buy	4,913 +7	+0.1%	+$187	0.03%	144
2024 Q4	$127K	Hold	4,906	–	–	0.02%	144
2024 Q3	$141K	Hold	4,906	–	–	0.02%	130
2024 Q2	$133K	Hold	4,906	–	–	0.02%	132
2024 Q1	$128K	Buy	4,906 +1,404	+40%	+$36.8K	0.02%	128
2023 Q4	$92.8K	Buy	+3,502	New	+$86.9K	0.02%	150

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

Security National Bank's DVYE Position: Q2 2026 in Review

Security National Bank held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q2 2026 at 4,947 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #168.

Security National Bank first reported a position in DVYE in Q4 2023 and has held it in 11 quarters since. The position peaked at $170K in Q1 2026. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Security National Bank held 4,947 shares of iShares Emerging Markets Dividend ETF worth $159K as of Q2 2026.
Security National Bank left its iShares Emerging Markets Dividend ETF share count unchanged in Q2 2026.
iShares Emerging Markets Dividend ETF made up 0.02% of Security National Bank's portfolio in Q2 2026, its #168 holding.
Security National Bank first reported a position in iShares Emerging Markets Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Security National Bank's iShares Emerging Markets Dividend ETF position peaked at $170K in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.