Angeles Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Angeles Investment Advisors’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	$7.78M	Buy	187,685 +182,000	+3,201%	+$7.97M	0.47%	16
2026 Q1	$242K	Buy	5,685 +745	+15%	+$31.3K	0.02%	28
2025 Q4	$195K	Hold	4,940	–	–	0.01%	25
2025 Q3	$181K	Sell	4,940 -4,940	-50%	-$178K	0.01%	24
2025 Q2	$341K	Buy	9,880 +4,940	+100%	+$161K	0.02%	23
2025 Q1	$153K	Sell	4,940 -212,000	-98%	-$6.22M	0.01%	27
2024 Q4	$5.94M	Sell	216,940 -15	-0%	-$430	0.29%	20
2024 Q3	$6.56M	Hold	216,955	–	–	0.34%	21
2024 Q2	$6M	Sell	216,955 -100	-0%	-$2.84K	0.31%	24
2024 Q1	$6.09M	Sell	217,055 -1,900	-0.9%	-$52.5K	0.32%	23
2023 Q4	$6.13M	Hold	218,955	–	–	0.37%	23
2023 Q3	$5.56M	Sell	218,955 -120	-0.1%	-$3.18K	0.44%	19
2023 Q2	$5.77M	Hold	219,075	–	–	0.49%	15
2023 Q1	$6.02M	Buy	219,075 +115,375	+111%	+$3.25M	0.5%	18
2022 Q4	$2.82M	Buy	103,700 +700	+0.7%	+$17.8K	0.24%	20
2022 Q3	$2.32M	Buy	+103,000	New	+$2.71M	0.24%	18
2020 Q3	–	Sell	-12,062	Closed	-$303K	–	110
2020 Q2	$303K	Buy	+12,062	New	+$290K	0.04%	78

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

Angeles Investment Advisors's IDV Position: Q2 2026 in Review

Angeles Investment Advisors increased its iShares International Select Dividend ETF (IDV) stake by 3,201% in Q2 2026, buying an estimated $7.97M and bringing the position to 187,685 shares worth $7.78M. The position accounts for 0.47% of the portfolio, ranked #16.

Angeles Investment Advisors first reported a position in IDV in Q2 2020 and has held it in 17 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Angeles Investment Advisors held 187,685 shares of iShares International Select Dividend ETF worth $7.78M as of Q2 2026.
Angeles Investment Advisors bought 182,000 iShares International Select Dividend ETF shares in Q2 2026, an estimated $7.97M.
iShares International Select Dividend ETF made up 0.47% of Angeles Investment Advisors's portfolio in Q2 2026, its #16 holding.
Angeles Investment Advisors first reported a position in iShares International Select Dividend ETF in Q2 2020 and has held it in 17 quarters since.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.