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

Avion 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
2025 Q2	–	Sell	-164	Closed	-$4K	–	1376
2025 Q1	$4K	Hold	164	–	–	﹤0.01%	583
2024 Q4	$4K	Hold	164	–	–	﹤0.01%	581
2024 Q3	$4K	Hold	164	–	–	﹤0.01%	569
2024 Q2	$4K	Hold	164	–	–	﹤0.01%	511
2024 Q1	$5K	Hold	164	–	–	﹤0.01%	464
2023 Q4	$5K	Hold	164	–	–	﹤0.01%	399
2023 Q3	$4K	Hold	164	–	–	﹤0.01%	388
2023 Q2	$4K	Hold	164	–	–	﹤0.01%	380
2023 Q1	$4K	Hold	164	–	–	﹤0.01%	332
2022 Q4	$3K	Hold	164	–	–	﹤0.01%	356
2022 Q3	$4K	Hold	164	–	–	﹤0.01%	341
2022 Q2	$4K	Hold	164	–	–	﹤0.01%	343
2022 Q1	$5K	Sell	164 -238	-59%	-$7.62K	﹤0.01%	289
2021 Q4	$13K	Buy	+402	New	+$12.4K	﹤0.01%	216

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Avion Wealth's IDV Position: Q2 2025 in Review

Avion Wealth sold out of iShares International Select Dividend ETF (IDV) in Q2 2025, closing a stake of 164 shares — an estimated $4K sold.

Avion Wealth first reported a position in IDV in Q4 2021 and held it in 14 quarters. The position peaked at $13K in Q4 2021. 510 funds tracked by Wall St. Rank hold IDV as of Q2 2025.

Avion Wealth reported no remaining iShares International Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 164 iShares International Select Dividend ETF shares in Q2 2025, an estimated $4K.
Avion Wealth first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 14 quarters.
Avion Wealth's iShares International Select Dividend ETF position peaked at $13K in Q4 2021.
510 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.