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 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 $1.37T 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

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

Catalyst Financial Partners reduced its iShares International Select Dividend ETF (IDV) stake by 15% in Q1 2026, selling an estimated $48.5K and leaving 6,379 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #309.

Catalyst Financial Partners first reported a position in IDV in Q1 2025 and has held it in 5 quarters since. The position peaked at $297K in Q4 2025. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Catalyst Financial Partners held 6,379 shares of iShares International Select Dividend ETF worth $271K as of Q1 2026.
Catalyst Financial Partners sold 1,153 iShares International Select Dividend ETF shares in Q1 2026, an estimated $48.5K.
iShares International Select Dividend ETF made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #309 holding.
Catalyst Financial Partners first reported a position in iShares International Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
Catalyst Financial Partners's iShares International Select Dividend ETF position peaked at $297K in Q4 2025.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

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