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

Iron Horse 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
2025 Q2	$297	Hold	10	–	–	﹤0.01%	554
2025 Q1	$277	Hold	10	–	–	﹤0.01%	568
2024 Q4	$260	Hold	10	–	–	﹤0.01%	478
2024 Q3	$274	Buy	10 +1	+11%	+$27	﹤0.01%	475
2024 Q2	$252	Hold	9	–	–	﹤0.01%	456
2024 Q1	$237	Hold	9	–	–	﹤0.01%	444
2023 Q4	$239	Hold	9	–	–	﹤0.01%	474
2023 Q3	$203	Hold	9	–	–	﹤0.01%	488
2023 Q2	$208	Buy	9 +1	+13%	+$25	﹤0.01%	301
2023 Q1	$202	Hold	8	–	–	﹤0.01%	336
2022 Q4	$0	Buy	+8	New	+$191	﹤0.01%	244
2022 Q2	–	Sell	-5	Closed	–	–	261
2022 Q1	$0	Hold	5	–	–	﹤0.01%	227
2021 Q4	$0	Hold	5	–	–	﹤0.01%	217
2021 Q3	$0	Hold	5	–	–	﹤0.01%	207
2021 Q2	$0	Hold	5	–	–	﹤0.01%	190
2021 Q1	$0	Hold	5	–	–	﹤0.01%	182
2020 Q4	$0	Buy	+5	New	+$168	﹤0.01%	171

Other funds holding DVYE

AOI

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

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Iron Horse Wealth Management's DVYE Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Emerging Markets Dividend ETF (DVYE) position steady in Q2 2025 at 10 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Iron Horse Wealth Management first reported a position in DVYE in Q4 2020 and has held it in 17 quarters since. 163 funds tracked by Wall St. Rank hold DVYE as of Q2 2025.

Iron Horse Wealth Management held 10 shares of iShares Emerging Markets Dividend ETF worth $297 as of Q2 2025.
Iron Horse Wealth Management left its iShares Emerging Markets Dividend ETF share count unchanged in Q2 2025.
iShares Emerging Markets Dividend ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #554 holding.
Iron Horse Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2020 and has held it in 17 quarters since.
163 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.