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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Cherry Tree Wealth Management's IDV Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 6.2% in Q1 2026, selling an estimated $32.9K and leaving 11,875 shares worth $505K. The position accounts for 0.11% of the portfolio, ranked #94.

Cherry Tree Wealth Management first reported a position in IDV in Q2 2023 and has held it in 12 quarters since. 606 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Cherry Tree Wealth Management held 11,875 shares of iShares International Select Dividend ETF worth $505K as of Q1 2026.
Cherry Tree Wealth Management sold 784 iShares International Select Dividend ETF shares in Q1 2026, an estimated $32.9K.
iShares International Select Dividend ETF made up 0.11% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #94 holding.
Cherry Tree Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2023 and has held it in 12 quarters since.
606 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.