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Albion Financial Group’s iShares International Select Dividend ETF IDV Stock Holding History

Albion Financial Group’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
2025
Q4 		– Sell
-1,475
Closed -$53.9K – 664
2025
Q3 		$53.9K Buy
+1,475
New +$53.1K ﹤0.01% 248

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Albion Financial Group's IDV Position: Q4 2025 in Review

Albion Financial Group sold out of iShares International Select Dividend ETF (IDV) in Q4 2025, closing a stake of 1,475 shares — an estimated $53.9K sold.

Albion Financial Group first reported a position in IDV in Q3 2025 and held it in 1 quarter. The position peaked at $53.9K in Q3 2025. 579 funds tracked by Wall St. Rank hold IDV as of Q4 2025.

  • Albion Financial Group reported no remaining iShares International Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Albion Financial Group sold 1,475 iShares International Select Dividend ETF shares in Q4 2025, an estimated $53.9K.
  • Albion Financial Group first reported a position in iShares International Select Dividend ETF in Q3 2025 and held it in 1 quarter.
  • Albion Financial Group's iShares International Select Dividend ETF position peaked at $53.9K in Q3 2025.
  • 579 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2025.

Based on Albion Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.