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

TFC Financial 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
2026 Q1	$86.6K	Sell	2,520 -230	-8%	-$7.77K	0.01%	214
2025 Q4	$85.7K	Buy	2,750 +406	+17%	+$12.4K	0.01%	221
2025 Q3	$69.6K	Hold	2,344	–	–	0.01%	238
2025 Q2	$67.2K	Hold	2,344	–	–	0.01%	237
2025 Q1	$64K	Buy	2,344 +1,505	+179%	+$40.1K	0.01%	233
2024 Q4	$21.7K	Hold	839	–	–	﹤0.01%	305
2024 Q3	$24.1K	Hold	839	–	–	﹤0.01%	309
2024 Q2	$22.8K	Hold	839	–	–	﹤0.01%	288
2024 Q1	$21.9K	Hold	839	–	–	﹤0.01%	286
2023 Q4	$22.2K	Hold	839	–	–	﹤0.01%	284
2023 Q3	$20K	Hold	839	–	–	﹤0.01%	293
2023 Q2	$20.6K	Hold	839	–	–	0.01%	286
2023 Q1	$20.6K	Hold	839	–	–	0.01%	312
2022 Q4	$20.2K	Hold	839	–	–	0.01%	256
2022 Q3	$19K	Hold	839	–	–	0.01%	254
2022 Q2	$22K	Hold	839	–	–	0.01%	247
2022 Q1	$27K	Hold	839	–	–	0.01%	237
2021 Q4	$32K	Hold	839	–	–	0.01%	236
2021 Q3	$33K	Hold	839	–	–	0.01%	228
2021 Q2	$33K	Hold	839	–	–	0.01%	227
2021 Q1	$33K	Hold	839	–	–	0.01%	217
2020 Q4	$31K	Hold	839	–	–	0.01%	221
2020 Q3	$25K	Buy	+839	New	+$26.8K	0.01%	221

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

TFC Financial Management's DVYE Position: Q1 2026 in Review

TFC Financial Management reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 8.4% in Q1 2026, selling an estimated $7.77K and leaving 2,520 shares worth $86.6K. The position accounts for 0.01% of the portfolio, ranked #214.

TFC Financial Management first reported a position in DVYE in Q3 2020 and has held it in 23 quarters since. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

TFC Financial Management held 2,520 shares of iShares Emerging Markets Dividend ETF worth $86.6K as of Q1 2026.
TFC Financial Management sold 230 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $7.77K.
iShares Emerging Markets Dividend ETF made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #214 holding.
TFC Financial Management first reported a position in iShares Emerging Markets Dividend ETF in Q3 2020 and has held it in 23 quarters since.
195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

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