Beta Wealth Group’s iShares International Select Dividend ETF IDV Stock Holding History

Beta Wealth Group’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	$433K	Sell	10,172 -262	-3%	-$11K	0.18%	90
2025 Q4	$412K	Hold	10,434	–	–	0.17%	89
2025 Q3	$381K	Buy	+10,434	New	+$375K	0.15%	97
2025 Q1	–	Sell	-35,847	Closed	-$981K	–	115
2024 Q4	$981K	Buy	35,847 +1,995	+6%	+$57.1K	0.43%	43
2024 Q3	$1.02M	Sell	33,852 -463	-1%	-$13.5K	0.46%	42
2024 Q2	$949K	Buy	34,315 +1,023	+3%	+$29.1K	0.45%	41
2024 Q1	$933K	Buy	33,292 +3,414	+11%	+$94.3K	0.45%	43
2023 Q4	$836K	Sell	29,878 -11,186	-27%	-$292K	0.44%	41
2023 Q3	$1.04M	Buy	41,064 +4,622	+13%	+$122K	0.62%	36
2023 Q2	$960K	Sell	36,442 -230,103	-86%	-$6.28M	0.55%	41
2023 Q1	$7.33M	Buy	+266,545	New	+$7.5M	4.19%	4
2022 Q3	–	Sell	-65,295	Closed	-$1.77M	–	94
2022 Q2	$1.77M	Buy	+65,295	New	+$1.97M	1.19%	30
2021 Q1	–	Sell	-34,599	Closed	-$1.02M	–	61
2020 Q4	$1.02M	Buy	+34,599	New	+$946K	0.88%	27

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beta Wealth Group's IDV Position: Q1 2026 in Review

Beta Wealth Group reduced its iShares International Select Dividend ETF (IDV) stake by 2.5% in Q1 2026, selling an estimated $11K and leaving 10,172 shares worth $433K. The position accounts for 0.18% of the portfolio, ranked #90.

Beta Wealth Group first reported a position in IDV in Q4 2020 and has held it in 13 quarters since. The position peaked at $7.33M in Q1 2023. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Beta Wealth Group held 10,172 shares of iShares International Select Dividend ETF worth $433K as of Q1 2026.
Beta Wealth Group sold 262 iShares International Select Dividend ETF shares in Q1 2026, an estimated $11K.
iShares International Select Dividend ETF made up 0.18% of Beta Wealth Group's portfolio in Q1 2026, its #90 holding.
Beta Wealth Group first reported a position in iShares International Select Dividend ETF in Q4 2020 and has held it in 13 quarters since.
Beta Wealth Group's iShares International Select Dividend ETF position peaked at $7.33M in Q1 2023.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.