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Planned Solutions’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-756
Closed -$21.7K – 248
2024
Q3 		$21.7K Buy
+756
New +$20.6K 0.01% 378
2024
Q1 		– Sell
-756
Closed -$20K – 210
2023
Q4 		$20K Buy
+756
New +$18.8K 0.01% 372

Other funds holding DVYE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Planned Solutions's DVYE Position: Q4 2024 in Review

Planned Solutions sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2024, closing a stake of 756 shares — an estimated $21.7K sold.

Planned Solutions first reported a position in DVYE in Q4 2023 and held it in 2 quarters. The position peaked at $21.7K in Q3 2024. 145 funds tracked by Wall St. Rank hold DVYE as of Q4 2024.

  • Planned Solutions reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 756 iShares Emerging Markets Dividend ETF shares in Q4 2024, an estimated $21.7K.
  • Planned Solutions first reported a position in iShares Emerging Markets Dividend ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's iShares Emerging Markets Dividend ETF position peaked at $21.7K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.