AWM
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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

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Axxcess Wealth Management's IDV Position: Q1 2025 in Review

Axxcess Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2025, closing a stake of 110,396 shares — an estimated $3.02M sold.

Axxcess Wealth Management first reported a position in IDV in Q4 2021 and held it in 9 quarters. The position peaked at $3.21M in Q3 2024. 454 funds tracked by Wall St. Rank hold IDV as of Q1 2025.

  • Axxcess Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 110,396 iShares International Select Dividend ETF shares in Q1 2025, an estimated $3.02M.
  • Axxcess Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 9 quarters.
  • Axxcess Wealth Management's iShares International Select Dividend ETF position peaked at $3.21M in Q3 2024.
  • 454 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.