AWM
IDV icon

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

Axxcess Wealth Management’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
Q1 		– Sell
-110,396
Closed -$3.02M – 896
2024
Q4 		$3.02M Buy
110,396
+4,168
+4% +$119K 0.07% 199
2024
Q3 		$3.21M Buy
106,228
+3,345
+3% +$97.4K 0.08% 194
2024
Q2 		$2.85M Buy
+102,883
New +$2.92M 0.08% 198
2023
Q2 		– Sell
-8,189
Closed -$225K – 642
2023
Q1 		$225K Sell
8,189
-1,210
-13% -$34.1K 0.02% 556
2022
Q4 		$255K Sell
9,399
-1,624
-15% -$41.2K 0.02% 489
2022
Q3 		$248K Sell
11,023
-784
-7% -$20.6K 0.02% 447
2022
Q2 		$321K Sell
11,807
-12,755
-52% -$384K 0.03% 383
2022
Q1 		$780K Buy
24,562
+5,710
+30% +$183K 0.06% 267
2021
Q4 		$588K Buy
+18,852
New +$583K 0.04% 321

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Envestnet Asset Management
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Ameriprise
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return