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

Axis Wealth Partners’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	$1.46M	Sell	34,403 -113	-0.3%	-$4.75K	0.78%	35
2025 Q4	$1.36M	Buy	34,516 +98	+0.3%	+$3.71K	0.75%	36
2025 Q3	$1.26M	Sell	34,418 -152	-0.4%	-$5.47K	0.74%	40
2025 Q2	$1.19M	Sell	34,570 -339	-1%	-$11.1K	0.78%	38
2025 Q1	$1.08M	Sell	34,909 -985	-3%	-$28.9K	0.8%	35
2024 Q4	$983K	Buy	+35,894	New	+$1.03M	0.83%	37

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

Axis Wealth Partners's IDV Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares International Select Dividend ETF (IDV) stake by 0.33% in Q1 2026, selling an estimated $4.75K and leaving 34,403 shares worth $1.46M. The position accounts for 0.78% of the portfolio, ranked #35.

Axis Wealth Partners first reported a position in IDV in Q4 2024 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Axis Wealth Partners held 34,403 shares of iShares International Select Dividend ETF worth $1.46M as of Q1 2026.
Axis Wealth Partners sold 113 iShares International Select Dividend ETF shares in Q1 2026, an estimated $4.75K.
iShares International Select Dividend ETF made up 0.78% of Axis Wealth Partners's portfolio in Q1 2026, its #35 holding.
Axis Wealth Partners first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.