Planning Project LLC’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Planning Project LLC’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 Q4	$37.9K	Buy	+1,216	New	+$37.2K	0.01%	74

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Planning Project LLC's DVYE Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Emerging Markets Dividend ETF (DVYE) in Q4 2025: 1,216 shares worth $37.9K. The stake represents 0.01% of the portfolio and ranks #74 among its holdings.

186 funds tracked by Wall St. Rank hold DVYE as of Q4 2025.

Planning Project LLC held 1,216 shares of iShares Emerging Markets Dividend ETF worth $37.9K as of Q4 2025.
iShares Emerging Markets Dividend ETF was a new Planning Project LLC position in Q4 2025.
iShares Emerging Markets Dividend ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #74 holding.
186 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.