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Steward Partners Investment Advisory’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Steward Partners Investment Advisory’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 		$3.16M Buy
97,963
+1,785
+2% +$61.4K 0.02% 735
2026
Q1 		$3.31M Buy
96,178
+99
+0.1% +$3.35K 0.02% 670
2025
Q4 		$2.99M Sell
96,079
-4,450
-4% -$136K 0.02% 637
2025
Q3 		$2.98M Sell
100,529
-6,807
-6% -$201K 0.02% 638
2025
Q2 		$3.08M Sell
107,336
-6,420
-6% -$177K 0.02% 566
2025
Q1 		$3.1M Sell
113,756
-15,147
-12% -$404K 0.03% 524
2024
Q4 		$3.33M Sell
128,903
-55,677
-30% -$1.54M 0.03% 480
2024
Q3 		$5.3M Sell
184,580
-13,792
-7% -$376K 0.05% 349
2024
Q2 		$5.39M Sell
198,372
-2,994
-1% -$82.6K 0.06% 318
2024
Q1 		$5.27M Sell
201,366
-14,711
-7% -$386K 0.06% 324
2023
Q4 		$5.72M Sell
216,077
-33,492
-13% -$831K 0.08% 258
2023
Q3 		$5.94M Sell
249,569
-5,237
-2% -$130K 0.09% 233
2023
Q2 		$6.24M Buy
254,806
+11,417
+5% +$283K 0.09% 228
2023
Q1 		$5.97M Buy
243,389
+6,789
+3% +$170K 0.1% 225
2022
Q4 		$5.71M Sell
236,600
-32,359
-12% -$773K 0.1% 225
2022
Q3 		$6.1M Buy
268,959
+10,498
+4% +$268K 0.11% 190
2022
Q2 		$6.88M Buy
258,461
+1,173
+0.5% +$35.1K 0.13% 182
2022
Q1 		$8.41M Buy
257,288
+13,636
+6% +$496K 0.13% 178
2021
Q4 		$9.38M Buy
243,652
+25,476
+12% +$985K 0.14% 164
2021
Q3 		$8.49M Buy
218,176
+7,710
+4% +$299K 0.15% 158
2021
Q2 		$8.18M Buy
210,466
+80,821
+62% +$3.22M 0.14% 163
2021
Q1 		$5.08M Buy
129,645
+16,074
+14% +$621K 0.09% 238
2020
Q4 		$4.23M Sell
113,571
-8,373
-7% -$281K 0.09% 225
2020
Q3 		$3.67M Buy
121,944
+19,225
+19% +$614K 0.09% 227
2020
Q2 		$3.22M Buy
102,719
+4,654
+5% +$144K 0.09% 226
2020
Q1 		$2.76M Buy
98,065
+28,310
+41% +$1.03M 0.1% 213
2019
Q4 		$2.83M Buy
69,755
+27,844
+66% +$1.08M 0.08% 245
2019
Q3 		$1.57M Buy
41,911
+36,661
+698% +$1.44M 0.05% 319
2019
Q2 		$214K Buy
+5,250
New +$210K 0.01% 789

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Steward Partners Investment Advisory's DVYE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 1.9% in Q2 2026, buying an estimated $61.4K and bringing the position to 97,963 shares worth $3.16M. The position accounts for 0.02% of the portfolio, ranked #735.

Steward Partners Investment Advisory first reported a position in DVYE in Q2 2019 and has held it in 29 quarters since. The position peaked at $9.38M in Q4 2021. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Steward Partners Investment Advisory held 97,963 shares of iShares Emerging Markets Dividend ETF worth $3.16M as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,785 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $61.4K.
  • iShares Emerging Markets Dividend ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #735 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Emerging Markets Dividend ETF in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's iShares Emerging Markets Dividend ETF position peaked at $9.38M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.