AlTi Global’s iShares International Select Dividend ETF IDV Stock Holding History

AlTi Global’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	$703K	Buy	+16,976	New	+$744K	0.01%	317
2025 Q1	–	Sell	-55,702	Closed	-$1.52M	–	407
2024 Q4	$1.52M	Hold	55,702	–	–	0.04%	178
2024 Q3	$1.68M	Hold	55,702	–	–	0.04%	170
2024 Q2	$1.54M	Sell	55,702 -34,686	-38%	-$986K	0.04%	171
2024 Q1	$2.53M	Buy	90,388 +16,435	+22%	+$454K	0.07%	125
2023 Q4	$2.07M	Buy	+73,953	New	+$1.93M	0.06%	134

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

AlTi Global's IDV Position: Q2 2026 in Review

AlTi Global opened a new position in iShares International Select Dividend ETF (IDV) in Q2 2026: 16,976 shares worth $703K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: AlTi Global previously reported a position in IDV as recently as Q4 2024.

AlTi Global first reported a position in IDV in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.53M in Q1 2024. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

AlTi Global held 16,976 shares of iShares International Select Dividend ETF worth $703K as of Q2 2026.
iShares International Select Dividend ETF was a new AlTi Global position in Q2 2026.
iShares International Select Dividend ETF made up 0.01% of AlTi Global's portfolio in Q2 2026, its #317 holding.
AlTi Global first reported a position in iShares International Select Dividend ETF in Q4 2023 and has held it in 6 quarters since.
AlTi Global's iShares International Select Dividend ETF position peaked at $2.53M in Q1 2024.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.