Summit Global Investments’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Summit Global Investments’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	$2.88M	Buy	89,250 +4,208	+5%	+$145K	0.16%	73
2026 Q1	$2.92M	Buy	85,042 +4,878	+6%	+$165K	0.17%	65
2025 Q4	$2.5M	Sell	80,164 -9,441	-11%	-$289K	0.15%	82
2025 Q3	$2.66M	Buy	89,605 +426	+0.5%	+$12.6K	0.16%	86
2025 Q2	$2.56M	Sell	89,179 -669	-0.7%	-$18.4K	0.15%	95
2025 Q1	$2.45M	Sell	89,848 -187,587	-68%	-$5M	0.18%	76
2024 Q4	$7.17M	Buy	+277,435	New	+$7.69M	0.45%	52

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

Summit Global Investments's DVYE Position: Q2 2026 in Review

Summit Global Investments increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 4.9% in Q2 2026, buying an estimated $145K and bringing the position to 89,250 shares worth $2.88M. The position accounts for 0.16% of the portfolio, ranked #73.

Summit Global Investments first reported a position in DVYE in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.17M in Q4 2024. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Summit Global Investments held 89,250 shares of iShares Emerging Markets Dividend ETF worth $2.88M as of Q2 2026.
Summit Global Investments bought 4,208 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $145K.
iShares Emerging Markets Dividend ETF made up 0.16% of Summit Global Investments's portfolio in Q2 2026, its #73 holding.
Summit Global Investments first reported a position in iShares Emerging Markets Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Summit Global Investments's iShares Emerging Markets Dividend ETF position peaked at $7.17M in Q4 2024.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.