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

Angeles 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 Q2	$7.54M	Hold	182,000	–	–	0.34%	37
2026 Q1	$7.75M	Hold	182,000	–	–	0.42%	33
2025 Q4	$7.18M	Buy	+182,000	New	+$6.9M	0.4%	34

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 Wealth Management's IDV Position: Q2 2026 in Review

Angeles Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 182,000 shares worth $7.54M. The position accounts for 0.34% of the portfolio, ranked #37.

Angeles Wealth Management first reported a position in IDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.75M in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Angeles Wealth Management held 182,000 shares of iShares International Select Dividend ETF worth $7.54M as of Q2 2026.
Angeles Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.34% of Angeles Wealth Management's portfolio in Q2 2026, its #37 holding.
Angeles Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Angeles Wealth Management's iShares International Select Dividend ETF position peaked at $7.75M in Q1 2026.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.