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

Capital Advisors Wealth 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	$10.4M	Buy	243,396 +14,337	+6%	+$603K	1.39%	20
2025 Q4	$9.04M	Buy	229,059 +23,034	+11%	+$873K	1.23%	19
2025 Q3	$7.53M	Buy	206,025 +21,884	+12%	+$788K	1.07%	22
2025 Q2	$6.35M	Buy	184,141 +79,657	+76%	+$2.6M	1%	23
2025 Q1	$3.24M	Buy	+104,484	New	+$3.07M	0.57%	42
2022 Q2	–	Sell	-7,061	Closed	-$224K	–	121
2022 Q1	$224K	Sell	7,061 -2,597	-27%	-$83.1K	0.07%	111
2021 Q4	$301K	Sell	9,658 -5,197	-35%	-$161K	0.09%	93
2021 Q3	$452K	Buy	14,855 +1,274	+9%	+$40.9K	0.16%	70
2021 Q2	$440K	Buy	13,581 +6,951	+105%	+$229K	0.16%	64
2021 Q1	$209K	Buy	+6,630	New	+$206K	0.09%	87

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

Capital Advisors Wealth Management's IDV Position: Q1 2026 in Review

Capital Advisors Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 6.3% in Q1 2026, buying an estimated $603K and bringing the position to 243,396 shares worth $10.4M. The position accounts for 1.39% of the portfolio, ranked #20.

Capital Advisors Wealth Management first reported a position in IDV in Q1 2021 and has held it in 10 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Capital Advisors Wealth Management held 243,396 shares of iShares International Select Dividend ETF worth $10.4M as of Q1 2026.
Capital Advisors Wealth Management bought 14,337 iShares International Select Dividend ETF shares in Q1 2026, an estimated $603K.
iShares International Select Dividend ETF made up 1.39% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #20 holding.
Capital Advisors Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2021 and has held it in 10 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.