Access Investment Management’s iShares International Select Dividend ETF IDV Stock Holding History

Access Investment Management’s Portfolio IDV Stock Details IDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.55M	Buy	106,890 +1,335	+1%	+$56.1K	1.21%	31
2025 Q4	$3.86M	Hold	105,555	–	–	1.04%	33
2025 Q3	$3.86M	Buy	105,555 +8,525	+9%	+$307K	1.04%	33
2025 Q2	$3.35M	Buy	+97,030	New	+$3.17M	0.95%	32
2024 Q4	$2.07M	Buy	75,780 +22,150	+41%	+$634K	0.6%	43
2024 Q3	$1.62M	Buy	53,630 +4,450	+9%	+$130K	0.49%	45
2024 Q2	$1.36M	Buy	49,180 +30,770	+167%	+$874K	0.44%	48
2024 Q1	$516K	Hold	18,410	–	–	0.17%	69
2023 Q4	$515K	Buy	+18,410	New	+$480K	0.19%	62

Other funds holding IDV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Access Investment Management's IDV Position: Q1 2026 in Review

Access Investment Management increased its iShares International Select Dividend ETF (IDV) stake by 1.3% in Q1 2026, buying an estimated $56.1K and bringing the position to 106,890 shares worth $4.55M. The position accounts for 1.21% of the portfolio, ranked #31.

Access Investment Management first reported a position in IDV in Q4 2023 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Access Investment Management held 106,890 shares of iShares International Select Dividend ETF worth $4.55M as of Q1 2026.
Access Investment Management bought 1,335 iShares International Select Dividend ETF shares in Q1 2026, an estimated $56.1K.
iShares International Select Dividend ETF made up 1.21% of Access Investment Management's portfolio in Q1 2026, its #31 holding.
Access Investment Management first reported a position in iShares International Select Dividend ETF in Q4 2023 and has held it in 9 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.