Atlantic Private Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Atlantic Private Wealth’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 Q1	$258K	Hold	6,070	–	–	0.17%	57
2025 Q4	$239K	Hold	6,070	–	–	0.15%	56
2025 Q3	$222K	Hold	6,070	–	–	0.14%	50
2025 Q2	$209K	Hold	6,070	–	–	0.14%	51
2025 Q1	$188K	Hold	6,070	–	–	0.14%	60
2024 Q4	$166K	Hold	6,070	–	–	0.13%	49
2024 Q3	$183K	Hold	6,070	–	–	0.14%	45
2024 Q2	$168K	Hold	6,070	–	–	0.14%	43
2024 Q1	$170K	Hold	6,070	–	–	0.14%	42
2023 Q4	$170K	Hold	6,070	–	–	0.15%	42
2023 Q3	$154K	Hold	6,070	–	–	0.16%	37
2023 Q2	$160K	Buy	+6,070	New	+$166K	0.16%	39

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlantic Private Wealth's IDV Position: Q1 2026 in Review

Atlantic Private Wealth held its iShares International Select Dividend ETF (IDV) position steady in Q1 2026 at 6,070 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #57.

Atlantic Private Wealth first reported a position in IDV in Q2 2023 and has held it in 12 quarters since. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Atlantic Private Wealth held 6,070 shares of iShares International Select Dividend ETF worth $258K as of Q1 2026.
Atlantic Private Wealth left its iShares International Select Dividend ETF share count unchanged in Q1 2026.
iShares International Select Dividend ETF made up 0.17% of Atlantic Private Wealth's portfolio in Q1 2026, its #57 holding.
Atlantic Private Wealth first reported a position in iShares International Select Dividend ETF in Q2 2023 and has held it in 12 quarters since.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.