Comprehensive Financial Consultants Institutional’s iShares International Select Dividend ETF IDV Stock Holding History

Comprehensive Financial Consultants Institutional’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
2025 Q2	–	Sell	-10,627	Closed	-$330K	–	184
2025 Q1	$330K	Sell	10,627 -2,900	-21%	-$85.1K	0.12%	139
2024 Q4	$370K	Hold	13,527	–	–	0.13%	135
2024 Q3	$409K	Sell	13,527 -250	-2%	-$7.28K	0.15%	131
2024 Q2	$381K	Hold	13,777	–	–	0.15%	131
2024 Q1	$386K	Sell	13,777 -77	-0.6%	-$2.13K	0.16%	128
2023 Q4	$388K	Sell	13,854 -91	-0.7%	-$2.37K	0.18%	120
2023 Q3	$354K	Hold	13,945	–	–	0.19%	121
2023 Q2	$378K	Sell	13,945 -300	-2%	-$8.19K	0.2%	122
2023 Q1	$392K	Hold	14,245	–	–	0.22%	113
2022 Q4	$412K	Hold	14,245	–	–	0.25%	111
2022 Q3	$329K	Sell	14,245 -1,036	-7%	-$27.3K	0.22%	123
2022 Q2	$398K	Sell	15,281 -170	-1%	-$5.12K	0.28%	111
2022 Q1	$463K	Hold	15,451	–	–	0.32%	105
2021 Q4	$498K	Buy	+15,451	New	+$478K	0.32%	97

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional's IDV Position: Q2 2025 in Review

Comprehensive Financial Consultants Institutional sold out of iShares International Select Dividend ETF (IDV) in Q2 2025, closing a stake of 10,627 shares — an estimated $330K sold.

Comprehensive Financial Consultants Institutional first reported a position in IDV in Q4 2021 and held it in 14 quarters. The position peaked at $498K in Q4 2021. 510 funds tracked by Wall St. Rank hold IDV as of Q2 2025.

Comprehensive Financial Consultants Institutional reported no remaining iShares International Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 10,627 iShares International Select Dividend ETF shares in Q2 2025, an estimated $330K.
Comprehensive Financial Consultants Institutional first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 14 quarters.
Comprehensive Financial Consultants Institutional's iShares International Select Dividend ETF position peaked at $498K in Q4 2021.
510 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2025, filed 22 Jul 2025.