Action Point Financial Planning’s iShares International Select Dividend ETF IDV Stock Holding History

Action Point Financial Planning’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 Q2	$1.3M	Buy	+31,425	New	+$1.38M	0.13%	150

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Action Point Financial Planning's IDV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares International Select Dividend ETF (IDV) in Q2 2026: 31,425 shares worth $1.3M. The stake represents 0.13% of the portfolio and ranks #150 among its holdings.

623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Action Point Financial Planning held 31,425 shares of iShares International Select Dividend ETF worth $1.3M as of Q2 2026.
iShares International Select Dividend ETF was a new Action Point Financial Planning position in Q2 2026.
iShares International Select Dividend ETF made up 0.13% of Action Point Financial Planning's portfolio in Q2 2026, its #150 holding.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.