TW
DVYA icon

Transform Wealth’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

Transform Wealth’s Portfolio DVYA Stock Details DVYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.09M Sell
58,421
-7,796
-12% -$282K 0.13% 114
2024
Q4 		$2.37M Buy
+66,217
New +$2.48M 0.13% 113

Other funds holding DVYA

OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Transform Wealth's DVYA Position: Q1 2025 in Review

Transform Wealth reduced its iShares Asia/Pacific Dividend ETF (DVYA) stake by 12% in Q1 2025, selling an estimated $282K and leaving 58,421 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #114.

Transform Wealth first reported a position in DVYA in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.37M in Q4 2024. 24 funds tracked by Wall St. Rank hold DVYA as of Q1 2025.

  • Transform Wealth held 58,421 shares of iShares Asia/Pacific Dividend ETF worth $2.09M as of Q1 2025.
  • Transform Wealth sold 7,796 iShares Asia/Pacific Dividend ETF shares in Q1 2025, an estimated $282K.
  • iShares Asia/Pacific Dividend ETF made up 0.13% of Transform Wealth's portfolio in Q1 2025, its #114 holding.
  • Transform Wealth first reported a position in iShares Asia/Pacific Dividend ETF in Q4 2024 and has held it in 2 quarters since.
  • Transform Wealth's iShares Asia/Pacific Dividend ETF position peaked at $2.37M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.