CTWM
IDV icon

Cherry Tree Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Cherry Tree Wealth Management’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 		$505K Sell
11,875
-784
-6% -$32.9K 0.11% 94
2025
Q4 		$499K Hold
12,659
– – 0.11% 98
2025
Q3 		$463K Sell
12,659
-142
-1% -$5.11K 0.1% 101
2025
Q2 		$442K Hold
12,801
– – 0.1% 101
2025
Q1 		$397K Sell
12,801
-1,314
-9% -$38.6K 0.1% 107
2024
Q4 		$386K Buy
14,115
+1,078
+8% +$30.9K 0.1% 110
2024
Q3 		$394K Hold
13,037
– – 0.09% 112
2024
Q2 		$361K Hold
13,037
– – 0.09% 112
2024
Q1 		$366K Sell
13,037
-795
-6% -$22K 0.09% 110
2023
Q4 		$387K Sell
13,832
-466
-3% -$12.2K 0.1% 104
2023
Q3 		$363K Hold
14,298
– – 0.11% 99
2023
Q2 		$376K Buy
+14,298
New +$390K 0.11% 98

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return