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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Beam Wealth Advisors's IDV Position: Q2 2026 in Review

Beam Wealth Advisors increased its iShares International Select Dividend ETF (IDV) stake by 15% in Q2 2026, buying an estimated $152K and bringing the position to 27,033 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #71.

Beam Wealth Advisors first reported a position in IDV in Q3 2025 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Beam Wealth Advisors held 27,033 shares of iShares International Select Dividend ETF worth $1.12M as of Q2 2026.
Beam Wealth Advisors bought 3,471 iShares International Select Dividend ETF shares in Q2 2026, an estimated $152K.
iShares International Select Dividend ETF made up 0.25% of Beam Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Beam Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
281 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.