Avidian Wealth Enterprises’s iShares International Select Dividend ETF IDV Stock Holding History

Avidian Wealth Enterprises’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	$1.67M	Buy	40,295 +208	+0.5%	+$9.11K	0.05%	243
2026 Q1	$1.71M	Buy	+40,087	New	+$1.68M	0.05%	219
2016 Q4	–	Sell	-10,929	Closed	-$328K	–	88
2016 Q3	$328K	Hold	10,929	–	–	0.13%	49
2016 Q2	$313	Sell	10,929 -389	-3%	-$11.3K	0.11%	45
2016 Q1	$328K	Hold	11,318	–	–	0.18%	40
2015 Q4	$324K	Hold	11,318	–	–	0.16%	24
2015 Q3	$318K	Buy	+11,318	New	+$346K	0.2%	21
2015 Q1	–	Sell	-87,765	Closed	-$2.96M	–	41
2014 Q4	$2.96M	Buy	+87,765	New	+$3.08M	1.22%	13

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

Avidian Wealth Enterprises's IDV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares International Select Dividend ETF (IDV) stake by 0.52% in Q2 2026, buying an estimated $9.11K and bringing the position to 40,295 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #243.

Avidian Wealth Enterprises first reported a position in IDV in Q4 2014 and has held it in 8 quarters since. The position peaked at $2.96M in Q4 2014. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Avidian Wealth Enterprises held 40,295 shares of iShares International Select Dividend ETF worth $1.67M as of Q2 2026.
Avidian Wealth Enterprises bought 208 iShares International Select Dividend ETF shares in Q2 2026, an estimated $9.11K.
iShares International Select Dividend ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #243 holding.
Avidian Wealth Enterprises first reported a position in iShares International Select Dividend ETF in Q4 2014 and has held it in 8 quarters since.
Avidian Wealth Enterprises's iShares International Select Dividend ETF position peaked at $2.96M in Q4 2014.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.