Collective Family Office’s iShares International Select Dividend ETF IDV Stock Holding History

Collective Family Office’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	$1.3M	Buy	31,467 +50	+0.2%	+$2.19K	0.27%	68
2026 Q1	$1.34M	Sell	31,417 -100	-0.3%	-$4.2K	0.3%	62
2025 Q4	$1.24M	Hold	31,517	–	–	0.29%	68
2025 Q3	$1.15M	Sell	31,517 -110	-0.3%	-$3.96K	0.28%	71
2025 Q2	$1.09M	Hold	31,627	–	–	0.28%	72
2025 Q1	$981K	Buy	31,627 +873	+3%	+$25.6K	0.27%	71
2024 Q4	$842K	Sell	30,754 -1,280	-4%	-$36.7K	0.23%	82
2024 Q3	$968K	Sell	32,034 -7,332	-19%	-$214K	0.26%	73
2024 Q2	$1.09M	Buy	39,366 +10,257	+35%	+$291K	0.32%	71
2024 Q1	$816K	Hold	29,109	–	–	0.26%	82
2023 Q4	$815K	Hold	29,109	–	–	0.29%	73
2023 Q3	$739K	Sell	29,109 -4,000	-12%	-$106K	0.29%	73
2023 Q2	$872K	Sell	33,109 -500	-1%	-$13.6K	0.34%	65
2023 Q1	$924K	Buy	33,609 +4,444	+15%	+$125K	0.38%	60
2022 Q4	$792K	Sell	29,165 -19,845	-40%	-$503K	0.36%	64
2022 Q3	$1.1M	Sell	49,010 -23,100	-32%	-$608K	0.55%	50
2022 Q2	$1.96M	Buy	72,110 +23,000	+47%	+$693K	0.85%	39
2022 Q1	$1.56M	Buy	49,110 +5,000	+11%	+$160K	0.6%	51
2021 Q4	$1.38M	Hold	44,110	–	–	0.54%	56
2021 Q3	$1.34M	Hold	44,110	–	–	0.58%	42
2021 Q2	$1.43M	Hold	44,110	–	–	0.61%	39
2021 Q1	$1.39M	Hold	44,110	–	–	0.68%	41
2020 Q4	$1.3M	Buy	+44,110	New	+$1.21M	0.72%	38

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

Collective Family Office's IDV Position: Q2 2026 in Review

Collective Family Office increased its iShares International Select Dividend ETF (IDV) stake by 0.16% in Q2 2026, buying an estimated $2.19K and bringing the position to 31,467 shares worth $1.3M. The position accounts for 0.27% of the portfolio, ranked #68.

Collective Family Office first reported a position in IDV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.96M in Q2 2022. 628 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Collective Family Office held 31,467 shares of iShares International Select Dividend ETF worth $1.3M as of Q2 2026.
Collective Family Office bought 50 iShares International Select Dividend ETF shares in Q2 2026, an estimated $2.19K.
iShares International Select Dividend ETF made up 0.27% of Collective Family Office's portfolio in Q2 2026, its #68 holding.
Collective Family Office first reported a position in iShares International Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Collective Family Office's iShares International Select Dividend ETF position peaked at $1.96M in Q2 2022.
628 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.