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

Winnow 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
2026
Q1 		$572K Sell
16,649
-2,805
-14% -$94.8K 0.44% 75
2025
Q4 		$623K Sell
19,454
-1,660
-8% -$50.8K 0.46% 73
2025
Q3 		$633K Buy
+21,114
New +$622K 0.5% 68
2025
Q2 		– Sell
-10,407
Closed -$284K – 316
2025
Q1 		$284K Sell
10,407
-5,492
-35% -$146K 0.26% 82
2024
Q4 		$410K Buy
+15,899
New +$441K 0.41% 72

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
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
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
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Winnow Wealth's DVYE Position: Q1 2026 in Review

Winnow Wealth reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 14% in Q1 2026, selling an estimated $94.8K and leaving 16,649 shares worth $572K. The position accounts for 0.44% of the portfolio, ranked #75.

Winnow Wealth first reported a position in DVYE in Q4 2024 and has held it in 5 quarters since. The position peaked at $633K in Q3 2025. 195 funds tracked by Wall St. Rank hold DVYE as of Q1 2026.

  • Winnow Wealth held 16,649 shares of iShares Emerging Markets Dividend ETF worth $572K as of Q1 2026.
  • Winnow Wealth sold 2,805 iShares Emerging Markets Dividend ETF shares in Q1 2026, an estimated $94.8K.
  • iShares Emerging Markets Dividend ETF made up 0.44% of Winnow Wealth's portfolio in Q1 2026, its #75 holding.
  • Winnow Wealth first reported a position in iShares Emerging Markets Dividend ETF in Q4 2024 and has held it in 5 quarters since.
  • Winnow Wealth's iShares Emerging Markets Dividend ETF position peaked at $633K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.