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

Ariadne 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 Q1	$2.52M	Hold	73,201	–	–	1.13%	20
2025 Q4	$2.55M	Hold	73,201	–	–	1.05%	22
2025 Q3	$2.31M	Hold	73,201	–	–	1.04%	23
2025 Q2	$2.19M	Hold	73,201	–	–	1.05%	21
2025 Q1	$2.01M	Sell	73,201 -50	-0.1%	-$1.33K	1.05%	21
2024 Q4	$1.94M	Hold	73,251	–	–	0.89%	26
2024 Q3	$2.1M	Hold	73,251	–	–	1.14%	22
2024 Q2	$1.99M	Buy	+73,251	New	+$2.02M	1.54%	14

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 $30.4B AUM 27.51% 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

Ariadne Wealth Management's DVYE Position: Q1 2026 in Review

Ariadne Wealth Management held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q1 2026 at 73,201 shares worth $2.52M. The position accounts for 1.13% of the portfolio, ranked #20.

Ariadne Wealth Management first reported a position in DVYE in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.55M in Q4 2025. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

Ariadne Wealth Management held 73,201 shares of iShares Emerging Markets Dividend ETF worth $2.52M as of Q1 2026.
Ariadne Wealth Management left its iShares Emerging Markets Dividend ETF share count unchanged in Q1 2026.
iShares Emerging Markets Dividend ETF made up 1.13% of Ariadne Wealth Management's portfolio in Q1 2026, its #20 holding.
Ariadne Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $2.55M in Q4 2025.
195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.