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 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 $1.37T 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

Cascade Financial Partners's IDV Position: Q1 2026 in Review

Cascade Financial Partners increased its iShares International Select Dividend ETF (IDV) stake by 25% in Q1 2026, buying an estimated $687K and bringing the position to 80,828 shares worth $3.44M. The position accounts for 0.35% of the portfolio, ranked #61.

Cascade Financial Partners first reported a position in IDV in Q1 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Cascade Financial Partners held 80,828 shares of iShares International Select Dividend ETF worth $3.44M as of Q1 2026.
Cascade Financial Partners bought 16,351 iShares International Select Dividend ETF shares in Q1 2026, an estimated $687K.
iShares International Select Dividend ETF made up 0.35% of Cascade Financial Partners's portfolio in Q1 2026, its #61 holding.
Cascade Financial Partners first reported a position in iShares International Select Dividend ETF in Q1 2024 and has held it in 9 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.