AE Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

AE Wealth 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	$180K	Sell	4,227 -2,824	-40%	-$119K	﹤0.01%	1632
2025 Q4	$278K	Buy	7,051 +4,571	+184%	+$173K	﹤0.01%	1348
2025 Q3	$90.7K	Buy	2,480 +1,226	+98%	+$44.1K	﹤0.01%	1592
2025 Q2	$43.3K	Buy	1,254 +9	+0.7%	+$294	﹤0.01%	1630
2025 Q1	$38.6K	Buy	1,245 +503	+68%	+$14.8K	﹤0.01%	1624
2024 Q4	$20.3K	Buy	+742	New	+$21.3K	﹤0.01%	1731
2024 Q1	–	Sell	-105,229	Closed	-$2.91M	–	1551
2023 Q4	$2.91M	Buy	105,229 +10,261	+11%	+$268K	0.01%	775
2023 Q3	$2.41M	Buy	94,968 +4,774	+5%	+$127K	0.01%	786
2023 Q2	$2.37M	Buy	90,194 +19,707	+28%	+$538K	0.01%	794
2023 Q1	$1.94M	Buy	70,487 +3,796	+6%	+$107K	0.01%	819
2022 Q4	$1.81M	Buy	66,691 +12,548	+23%	+$318K	0.01%	786
2022 Q3	$1.22M	Sell	54,143 -4,776	-8%	-$126K	0.01%	875
2022 Q2	$1.6M	Buy	58,919 +23,516	+66%	+$708K	0.01%	737
2022 Q1	$1.12M	Buy	35,403 +12,691	+56%	+$406K	0.01%	878
2021 Q4	$708K	Sell	22,712 -10	-0%	-$309	﹤0.01%	1102
2021 Q3	$691K	Sell	22,722 -360	-2%	-$11.6K	0.01%	1013
2021 Q2	$748K	Sell	23,082 -437	-2%	-$14.4K	0.01%	950
2021 Q1	$740K	Buy	23,519 +6,602	+39%	+$205K	0.01%	875
2020 Q4	$499K	Sell	16,917 -4,013	-19%	-$110K	0.01%	961
2020 Q3	$522K	Buy	20,930 +1,768	+9%	+$45.9K	0.01%	870
2020 Q2	$481K	Buy	19,162 +6,026	+46%	+$145K	0.01%	898
2020 Q1	$297K	Buy	+13,136	New	+$396K	0.01%	878
2019 Q4	–	Sell	-8,552	Closed	-$263K	–	1153
2019 Q3	$263K	Sell	8,552 -10,853	-56%	-$328K	0.01%	831
2019 Q2	$596K	Buy	19,405 +6,666	+52%	+$207K	0.02%	537
2019 Q1	$393K	Buy	12,739 +3,379	+36%	+$104K	0.03%	398
2018 Q4	$269K	Sell	9,360 -140	-1%	-$4.29K	0.05%	369
2018 Q3	$310K	Buy	+9,500	New	+$311K	0.02%	439

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

AE Wealth Management's IDV Position: Q1 2026 in Review

AE Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 40% in Q1 2026, selling an estimated $119K and leaving 4,227 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

AE Wealth Management first reported a position in IDV in Q3 2018 and has held it in 27 quarters since. The position peaked at $2.91M in Q4 2023. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

AE Wealth Management held 4,227 shares of iShares International Select Dividend ETF worth $180K as of Q1 2026.
AE Wealth Management sold 2,824 iShares International Select Dividend ETF shares in Q1 2026, an estimated $119K.
iShares International Select Dividend ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1632 holding.
AE Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2018 and has held it in 27 quarters since.
AE Wealth Management's iShares International Select Dividend ETF position peaked at $2.91M in Q4 2023.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.