Barometer Capital Management’s iShares International Select Dividend ETF IDV Stock Holding History

Barometer Capital 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
2026 Q1	–	Sell	-68,487	Closed	-$12.8M	–	151
2025 Q4	$12.8M	Buy	68,487 +62,187	+987%	+$2.36M	3.08%	10
2025 Q3	$230K	Sell	6,300 -5,600	-47%	-$202K	0.05%	142
2025 Q2	$411K	Buy	+11,900	New	+$389K	0.11%	105

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Barometer Capital Management's IDV Position: Q1 2026 in Review

Barometer Capital Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2026, closing a stake of 68,487 shares — an estimated $12.8M sold.

Barometer Capital Management first reported a position in IDV in Q2 2025 and held it in 3 quarters. The position peaked at $12.8M in Q4 2025. 606 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Barometer Capital Management reported no remaining iShares International Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Barometer Capital Management sold 68,487 iShares International Select Dividend ETF shares in Q1 2026, an estimated $12.8M.
Barometer Capital Management first reported a position in iShares International Select Dividend ETF in Q2 2025 and held it in 3 quarters.
Barometer Capital Management's iShares International Select Dividend ETF position peaked at $12.8M in Q4 2025.
606 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Barometer Capital Management's 13F filing for Q1 2026, filed 12 May 2026.