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

Catalyst 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	$1.23M	Buy	29,633 +23,254	+365%	+$1.02M	0.12%	93
2026 Q1	$271K	Sell	6,379 -1,153	-15%	-$48.5K	0.03%	309
2025 Q4	$297K	Hold	7,532	–	–	0.03%	253
2025 Q3	$275K	Hold	7,532	–	–	0.03%	250
2025 Q2	$260K	Buy	7,532 +976	+15%	+$31.9K	0.03%	251
2025 Q1	$203K	Buy	+6,556	New	+$192K	0.04%	279

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

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

Catalyst Financial Partners increased its iShares International Select Dividend ETF (IDV) stake by 365% in Q2 2026, buying an estimated $1.02M and bringing the position to 29,633 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #93.

Catalyst Financial Partners first reported a position in IDV in Q1 2025 and has held it in 6 quarters since. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Catalyst Financial Partners held 29,633 shares of iShares International Select Dividend ETF worth $1.23M as of Q2 2026.
Catalyst Financial Partners bought 23,254 iShares International Select Dividend ETF shares in Q2 2026, an estimated $1.02M.
iShares International Select Dividend ETF made up 0.12% of Catalyst Financial Partners's portfolio in Q2 2026, its #93 holding.
Catalyst Financial Partners first reported a position in iShares International Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.