Intrua Financial’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Intrua Financial’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	$258K	Hold	7,500	–	–	0.03%	393
2025 Q4	$234K	Hold	7,500	–	–	0.02%	421
2025 Q3	$223K	Hold	7,500	–	–	0.02%	421
2025 Q2	$215K	Hold	7,500	–	–	0.03%	354
2025 Q1	$205K	Buy	+7,500	New	+$200K	0.03%	359

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

Intrua Financial's DVYE Position: Q1 2026 in Review

Intrua Financial held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q1 2026 at 7,500 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #393.

Intrua Financial first reported a position in DVYE in Q1 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

Intrua Financial held 7,500 shares of iShares Emerging Markets Dividend ETF worth $258K as of Q1 2026.
Intrua Financial left its iShares Emerging Markets Dividend ETF share count unchanged in Q1 2026.
iShares Emerging Markets Dividend ETF made up 0.03% of Intrua Financial's portfolio in Q1 2026, its #393 holding.
Intrua Financial first reported a position in iShares Emerging Markets Dividend ETF in Q1 2025 and has held it in 5 quarters since.
195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.