Wharton Business Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Wharton Business Group’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 Q2	–	Sell	-11,140	Closed	-$304K	–	140
2025 Q1	$304K	Hold	11,140	–	–	0.01%	118
2024 Q4	$288K	Sell	11,140 -920	-8%	-$25.5K	0.01%	120
2024 Q3	$346K	Hold	12,060	–	–	0.02%	115
2024 Q2	$328K	Buy	12,060 +3,200	+36%	+$88.3K	0.02%	112
2024 Q1	$232K	Hold	8,860	–	–	0.01%	126
2023 Q4	$235K	Hold	8,860	–	–	0.01%	123
2023 Q3	$211K	Hold	8,860	–	–	0.01%	131
2023 Q2	$217K	Hold	8,860	–	–	0.01%	123
2023 Q1	$217K	Buy	+8,860	New	+$221K	0.01%	131

Other funds holding DVYE

AOI

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wharton Business Group's DVYE Position: Q2 2025 in Review

Wharton Business Group sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2025, closing a stake of 11,140 shares — an estimated $304K sold.

Wharton Business Group first reported a position in DVYE in Q1 2023 and held it in 9 quarters. The position peaked at $346K in Q3 2024. 163 funds tracked by Wall St. Rank hold DVYE as of Q2 2025.

Wharton Business Group reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2025 after selling out during the quarter.
Wharton Business Group sold 11,140 iShares Emerging Markets Dividend ETF shares in Q2 2025, an estimated $304K.
Wharton Business Group first reported a position in iShares Emerging Markets Dividend ETF in Q1 2023 and held it in 9 quarters.
Wharton Business Group's iShares Emerging Markets Dividend ETF position peaked at $346K in Q3 2024.
163 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2025.

Based on Wharton Business Group's 13F filing for Q2 2025, filed 14 Aug 2025.