Cascade Financial Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Cascade Financial Partners’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	$3.62M	Buy	87,389 +6,561	+8%	+$287K	0.31%	62
2026 Q1	$3.44M	Buy	80,828 +16,351	+25%	+$687K	0.35%	61
2025 Q4	$2.54M	Buy	64,477 +2,566	+4%	+$97.3K	0.26%	68
2025 Q3	$2.26M	Sell	61,911 -12	-0%	-$432	0.26%	74
2025 Q2	$2.14M	Buy	61,923 +557	+0.9%	+$18.2K	0.26%	74
2025 Q1	$1.9M	Buy	61,366 +844	+1%	+$24.8K	0.24%	78
2024 Q4	$1.66M	Sell	60,522 -5,366	-8%	-$154K	0.22%	73
2024 Q3	$1.93M	Buy	65,888 +1,500	+2%	+$43.7K	0.24%	69
2024 Q2	$1.78M	Buy	64,388 +1,747	+3%	+$49.6K	0.23%	70
2024 Q1	$1.71M	Buy	+62,641	New	+$1.73M	0.25%	66

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

Cascade Financial Partners's IDV Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares International Select Dividend ETF (IDV) stake by 8.1% in Q2 2026, buying an estimated $287K and bringing the position to 87,389 shares worth $3.62M. The position accounts for 0.31% of the portfolio, ranked #62.

Cascade Financial Partners first reported a position in IDV in Q1 2024 and has held it in 10 quarters since. 630 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Cascade Financial Partners held 87,389 shares of iShares International Select Dividend ETF worth $3.62M as of Q2 2026.
Cascade Financial Partners bought 6,561 iShares International Select Dividend ETF shares in Q2 2026, an estimated $287K.
iShares International Select Dividend ETF made up 0.31% of Cascade Financial Partners's portfolio in Q2 2026, its #62 holding.
Cascade Financial Partners first reported a position in iShares International Select Dividend ETF in Q1 2024 and has held it in 10 quarters since.
630 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.