Beam Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Beam Wealth 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 Q3	$1.27M	Buy	30,106 +3,073	+11%	+$135K	0.27%	65
2026 Q2	$1.12M	Buy	27,033 +3,471	+15%	+$152K	0.25%	71
2026 Q1	$1M	Buy	23,562 +7,912	+51%	+$333K	0.25%	68
2025 Q4	$617K	Buy	15,650 +4,623	+42%	+$175K	0.17%	86
2025 Q3	$403K	Buy	+11,027	New	+$397K	0.11%	98

Other funds holding IDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Beam Wealth Advisors's IDV Position: Q3 2026 in Review

Beam Wealth Advisors increased its iShares International Select Dividend ETF (IDV) stake by 11% in Q3 2026, buying an estimated $135K and bringing the position to 30,106 shares worth $1.27M. The position accounts for 0.27% of the portfolio, ranked #65.

Beam Wealth Advisors first reported a position in IDV in Q3 2025 and has held it in 5 quarters since. 397 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

Beam Wealth Advisors held 30,106 shares of iShares International Select Dividend ETF worth $1.27M as of Q3 2026.
Beam Wealth Advisors bought 3,073 iShares International Select Dividend ETF shares in Q3 2026, an estimated $135K.
iShares International Select Dividend ETF made up 0.27% of Beam Wealth Advisors's portfolio in Q3 2026, its #65 holding.
Beam Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q3 2025 and has held it in 5 quarters since.
397 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.