Sweeney & Michel’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Sweeney & Michel’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 Q1	$696K	Buy	19,560 +914	+5%	+$30.9K	0.2%	73
2025 Q4	$658K	Buy	18,646 +156	+0.8%	+$4.77K	0.19%	76
2025 Q3	$529K	Buy	18,490 +796	+4%	+$23.5K	0.18%	83
2025 Q2	$514K	Sell	17,694 -439	-2%	-$12.1K	0.18%	82
2025 Q1	$434K	Buy	+18,133	New	+$483K	0.19%	80
2024 Q3	$540K	Sell	19,041 -876	-4%	-$23.9K	0.21%	71
2024 Q2	$551K	Buy	19,917 +107	+0.5%	+$2.95K	0.23%	62
2024 Q1	$570K	Buy	+19,810	New	+$520K	0.25%	62
2023 Q3	$553K	Sell	22,702 -1,904	-8%	-$47.1K	0.29%	59
2023 Q2	$612K	Buy	24,606 +7,766	+46%	+$192K	0.32%	51
2023 Q1	$419K	Buy	+16,840	New	+$421K	0.22%	76

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Sweeney & Michel's DVYE Position: Q1 2026 in Review

Sweeney & Michel increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 4.9% in Q1 2026, buying an estimated $30.9K and bringing the position to 19,560 shares worth $696K. The position accounts for 0.2% of the portfolio, ranked #73.

Sweeney & Michel first reported a position in DVYE in Q1 2023 and has held it in 11 quarters since. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

Sweeney & Michel held 19,560 shares of iShares Emerging Markets Dividend ETF worth $696K as of Q1 2026.
Sweeney & Michel bought 914 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $30.9K.
iShares Emerging Markets Dividend ETF made up 0.2% of Sweeney & Michel's portfolio in Q1 2026, its #73 holding.
Sweeney & Michel first reported a position in iShares Emerging Markets Dividend ETF in Q1 2023 and has held it in 11 quarters since.
195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.