Sound Income Strategies’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Sound Income Strategies’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 Q2	$226K	Buy	7,025 +2,990	+74%	+$103K	0.01%	443
2026 Q1	$139K	Buy	+4,035	New	+$136K	0.01%	509
2025 Q3	–	Sell	-86	Closed	-$2.46K	–	1737
2025 Q2	$2.46K	Hold	86	–	–	﹤0.01%	1228
2025 Q1	$2.35K	Hold	86	–	–	﹤0.01%	1207
2024 Q4	$2.22K	Hold	86	–	–	﹤0.01%	1149
2024 Q3	$2.47K	Sell	86 -83	-49%	-$2.27K	﹤0.01%	1090
2024 Q2	$4.59K	Hold	169	–	–	﹤0.01%	961
2024 Q1	$4.42K	Buy	169 +86	+104%	+$2.26K	﹤0.01%	930
2023 Q4	$2.2K	Hold	83	–	–	﹤0.01%	1045
2023 Q3	$1.98K	Hold	83	–	–	﹤0.01%	915
2023 Q2	$2.03K	Hold	83	–	–	﹤0.01%	883
2023 Q1	$2.04K	Hold	83	–	–	﹤0.01%	838
2022 Q4	$2K	Hold	83	–	–	﹤0.01%	767
2022 Q3	$2K	Hold	83	–	–	﹤0.01%	692
2022 Q2	$2K	Hold	83	–	–	﹤0.01%	705
2022 Q1	$3K	Hold	83	–	–	﹤0.01%	661
2021 Q4	$3K	Hold	83	–	–	﹤0.01%	657
2021 Q3	$3K	Hold	83	–	–	﹤0.01%	635
2021 Q2	$3K	Hold	83	–	–	﹤0.01%	666
2021 Q1	$3.25K	Buy	+83	New	+$3.21K	﹤0.01%	693

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

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

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

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

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

CAM

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

AOI

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sound Income Strategies's DVYE Position: Q2 2026 in Review

Sound Income Strategies increased its iShares Emerging Markets Dividend ETF (DVYE) stake by 74% in Q2 2026, buying an estimated $103K and bringing the position to 7,025 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #443.

Sound Income Strategies first reported a position in DVYE in Q1 2021 and has held it in 20 quarters since. 200 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

Sound Income Strategies held 7,025 shares of iShares Emerging Markets Dividend ETF worth $226K as of Q2 2026.
Sound Income Strategies bought 2,990 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $103K.
iShares Emerging Markets Dividend ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #443 holding.
Sound Income Strategies first reported a position in iShares Emerging Markets Dividend ETF in Q1 2021 and has held it in 20 quarters since.
200 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.