Straight Path Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Straight Path Wealth Management’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	$253K	Buy	7,850 +300	+4%	+$10.3K	0.06%	114
2026 Q1	$260K	Buy	7,550 +700	+10%	+$23.7K	0.07%	104
2025 Q4	$213K	Buy	+6,850	New	+$210K	0.06%	118

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

Straight Path Wealth Management's DVYE Position: Q2 2026 in Review

Straight Path Wealth Management increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 4% in Q2 2026, buying an estimated $10.3K and bringing the position to 7,850 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #114.

Straight Path Wealth Management first reported a position in DVYE in Q4 2025 and has held it in 3 quarters since. The position peaked at $260K in Q1 2026. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Straight Path Wealth Management held 7,850 shares of iShares Emerging Markets Dividend ETF worth $253K as of Q2 2026.
Straight Path Wealth Management bought 300 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $10.3K.
iShares Emerging Markets Dividend ETF made up 0.06% of Straight Path Wealth Management's portfolio in Q2 2026, its #114 holding.
Straight Path Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Straight Path Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $260K in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.