Annis Gardner Whiting Capital Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-3,723	Closed	-$158K	–	765
2026 Q1	$158K	Sell	3,723 -1,118	-23%	-$47K	0.03%	343
2025 Q4	$191K	Buy	+4,841	New	+$183K	0.04%	293

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

Annis Gardner Whiting Capital Advisors's IDV Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares International Select Dividend ETF (IDV) in Q2 2026, closing a stake of 3,723 shares — an estimated $158K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IDV in Q4 2025 and held it in 2 quarters. The position peaked at $191K in Q4 2025. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares International Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 3,723 iShares International Select Dividend ETF shares in Q2 2026, an estimated $158K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares International Select Dividend ETF in Q4 2025 and held it in 2 quarters.
Annis Gardner Whiting Capital Advisors's iShares International Select Dividend ETF position peaked at $191K in Q4 2025.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.