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

Cerity 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	$2.92M	Sell	70,365 -996	-1%	-$43.6K	﹤0.01%	1374
2026 Q1	$3.04M	Sell	71,361 -167	-0.2%	-$7.02K	﹤0.01%	1248
2025 Q4	$2.82M	Buy	71,528 +1,680	+2%	+$63.7K	﹤0.01%	1217
2025 Q3	$2.55M	Hold	69,848	–	–	﹤0.01%	1176
2025 Q2	$2.41M	Sell	69,848 -6,477	-8%	-$211K	﹤0.01%	1132
2025 Q1	$2.37M	Buy	76,325 +47,047	+161%	+$1.38M	﹤0.01%	1040
2024 Q4	$802K	Sell	29,278 -68,507	-70%	-$1.96M	﹤0.01%	1517
2024 Q3	$2.96M	Sell	97,785 -1,818	-2%	-$53K	0.01%	919
2024 Q2	$2.76M	Sell	99,603 -9,433	-9%	-$268K	0.01%	795
2024 Q1	$3.06M	Sell	109,036 -25,200	-19%	-$696K	0.01%	803
2023 Q4	$3.76M	Sell	134,236 -8,354	-6%	-$218K	0.01%	602
2023 Q3	$3.63M	Sell	142,590 -567,702	-80%	-$15M	0.02%	476
2023 Q2	$18.7M	Buy	710,292 +29,866	+4%	+$815K	0.07%	235
2023 Q1	$18.7M	Buy	680,426 +587,812	+635%	+$16.5M	0.04%	243
2022 Q4	$2.52M	Buy	92,614 +10,268	+12%	+$260K	0.02%	488
2022 Q3	$1.86M	Hold	82,346	–	–	0.02%	381
2022 Q2	$2.24M	Buy	82,346 +2,250	+3%	+$67.8K	0.02%	377
2022 Q1	$15K	Sell	80,096 -2,438	-3%	-$78K	﹤0.01%	931
2021 Q4	$84K	Buy	+82,534	New	+$2.55M	﹤0.01%	990

Other funds holding IDV

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 $80B AUM 26.12% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cerity Partners's IDV Position: Q2 2026 in Review

Cerity Partners reduced its iShares International Select Dividend ETF (IDV) stake by 1.4% in Q2 2026, selling an estimated $43.6K and leaving 70,365 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Cerity Partners first reported a position in IDV in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.7M in Q1 2023. 607 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Cerity Partners held 70,365 shares of iShares International Select Dividend ETF worth $2.92M as of Q2 2026.
Cerity Partners sold 996 iShares International Select Dividend ETF shares in Q2 2026, an estimated $43.6K.
iShares International Select Dividend ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1374 holding.
Cerity Partners first reported a position in iShares International Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Cerity Partners's iShares International Select Dividend ETF position peaked at $18.7M in Q1 2023.
607 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.