Beacon Pointe Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Beacon Pointe Advisors’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 Q2	$5.69M	Sell	137,395 -2,240	-2%	-$98.1K	0.03%	480
2026 Q1	$5.94M	Buy	139,635 +71,021	+104%	+$2.98M	0.03%	436
2025 Q4	$2.71M	Buy	68,614 +618	+0.9%	+$23.4K	0.02%	523
2025 Q3	$2.49M	Buy	67,996 +3,849	+6%	+$139K	0.02%	502
2025 Q2	$2.21M	Buy	64,147 +16,208	+34%	+$529K	0.02%	471
2025 Q1	$1.49M	Sell	47,939 -4,097	-8%	-$120K	0.02%	533
2024 Q4	$1.42M	Buy	52,036 +6,600	+15%	+$189K	0.02%	546
2024 Q3	$1.37M	Sell	45,436 -2,496	-5%	-$72.7K	0.02%	555
2024 Q2	$1.33M	Sell	47,932 -5,843	-11%	-$166K	0.02%	567
2024 Q1	$1.51M	Buy	53,775 +3,817	+8%	+$105K	0.02%	562
2023 Q4	$1.4M	Sell	49,958 -32,094	-39%	-$837K	0.02%	572
2023 Q3	$2.08M	Buy	82,052 +24,503	+43%	+$649K	0.03%	450
2023 Q2	$1.52M	Buy	57,549 +10,931	+23%	+$298K	0.02%	427
2023 Q1	$1.28M	Buy	46,618 +8,618	+23%	+$243K	0.02%	485
2022 Q4	$1.03M	Buy	38,000 +3,481	+10%	+$88.3K	0.02%	493
2022 Q3	$778K	Buy	34,519 +10,025	+41%	+$264K	0.02%	522
2022 Q2	$665K	Buy	24,494 +1,989	+9%	+$59.9K	0.01%	577
2022 Q1	$715K	Buy	+22,505	New	+$720K	0.01%	707

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Beacon Pointe Advisors's IDV Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 1.6% in Q2 2026, selling an estimated $98.1K and leaving 137,395 shares worth $5.69M. The position accounts for 0.03% of the portfolio, ranked #480.

Beacon Pointe Advisors first reported a position in IDV in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.94M in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Beacon Pointe Advisors held 137,395 shares of iShares International Select Dividend ETF worth $5.69M as of Q2 2026.
Beacon Pointe Advisors sold 2,240 iShares International Select Dividend ETF shares in Q2 2026, an estimated $98.1K.
iShares International Select Dividend ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #480 holding.
Beacon Pointe Advisors first reported a position in iShares International Select Dividend ETF in Q1 2022 and has held it in 18 quarters since.
Beacon Pointe Advisors's iShares International Select Dividend ETF position peaked at $5.94M in Q1 2026.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.