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Transform Wealth’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Transform Wealth’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
Q1 		$1.97M Sell
72,073
-10,131
-12% -$270K 0.12% 117
2024
Q4 		$2.12M Buy
+82,204
New +$2.28M 0.12% 116

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Transform Wealth's DVYE Position: Q1 2025 in Review

Transform Wealth reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 12% in Q1 2025, selling an estimated $270K and leaving 72,073 shares worth $1.97M. The position accounts for 0.12% of the portfolio, ranked #117.

Transform Wealth first reported a position in DVYE in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.12M in Q4 2024. 158 funds tracked by Wall St. Rank hold DVYE as of Q1 2025.

  • Transform Wealth held 72,073 shares of iShares Emerging Markets Dividend ETF worth $1.97M as of Q1 2025.
  • Transform Wealth sold 10,131 iShares Emerging Markets Dividend ETF shares in Q1 2025, an estimated $270K.
  • iShares Emerging Markets Dividend ETF made up 0.12% of Transform Wealth's portfolio in Q1 2025, its #117 holding.
  • Transform Wealth first reported a position in iShares Emerging Markets Dividend ETF in Q4 2024 and has held it in 2 quarters since.
  • Transform Wealth's iShares Emerging Markets Dividend ETF position peaked at $2.12M in Q4 2024.
  • 158 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2025.

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