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

Cherry Tree 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	$9.66K	Hold	281	–	–	﹤0.01%	430
2025 Q4	$8.76K	Hold	281	–	–	﹤0.01%	437
2025 Q3	$8.34K	Hold	281	–	–	﹤0.01%	428
2025 Q2	$8.05K	Hold	281	–	–	﹤0.01%	437
2025 Q1	$7.67K	Sell	281 -188	-40%	-$5.01K	﹤0.01%	472
2024 Q4	$12.1K	Hold	469	–	–	﹤0.01%	387
2024 Q3	$13.5K	Hold	469	–	–	﹤0.01%	383
2024 Q2	$12.7K	Hold	469	–	–	﹤0.01%	369
2024 Q1	$12.3K	Sell	469 -706	-60%	-$18.5K	﹤0.01%	357
2023 Q4	$31.1K	Hold	1,175	–	–	0.01%	276
2023 Q3	$28K	Hold	1,175	–	–	0.01%	272
2023 Q2	$28.8K	Buy	+1,175	New	+$29.1K	0.01%	264

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.28T AUM 58.89% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Cherry Tree Wealth Management's DVYE Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q1 2026 at 281 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Cherry Tree Wealth Management first reported a position in DVYE in Q2 2023 and has held it in 12 quarters since. The position peaked at $31.1K in Q4 2023. 196 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

Cherry Tree Wealth Management held 281 shares of iShares Emerging Markets Dividend ETF worth $9.66K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Emerging Markets Dividend ETF share count unchanged in Q1 2026.
iShares Emerging Markets Dividend ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #430 holding.
Cherry Tree Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $31.1K in Q4 2023.
196 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.