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

Concord Wealth 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	$1.89M	Buy	45,698 +2,146	+5%	+$94K	0.22%	100
2026 Q1	$1.85M	Buy	43,552 +2,046	+5%	+$86K	0.24%	94
2025 Q4	$1.64M	Buy	41,506 +2,828	+7%	+$107K	0.21%	103
2025 Q3	$1.41M	Sell	38,678 -1,562	-4%	-$56.2K	0.2%	105
2025 Q2	$1.39M	Buy	40,240 +6,912	+21%	+$226K	0.2%	107
2025 Q1	$1.03M	Buy	33,328 +5,253	+19%	+$154K	0.17%	115
2024 Q4	$769K	Sell	28,075 -2,036	-7%	-$58.3K	0.13%	118
2024 Q3	$910K	Buy	30,111 +2,382	+9%	+$69.4K	0.15%	99
2024 Q2	$767K	Sell	27,729 -1,457	-5%	-$41.4K	0.14%	115
2024 Q1	$818K	Buy	29,186 +172	+0.6%	+$4.75K	0.15%	107
2023 Q4	$812K	Buy	29,014 +898	+3%	+$23.4K	0.16%	102
2023 Q3	$714K	Buy	28,116 +126	+0.5%	+$3.34K	0.15%	96
2023 Q2	$737K	Buy	27,990 +891	+3%	+$24.3K	0.16%	85
2023 Q1	$745K	Buy	27,099 +343	+1%	+$9.66K	0.21%	66
2022 Q4	$727K	Sell	26,756 -2,135	-7%	-$54.1K	0.22%	62
2022 Q3	$651K	Buy	28,891 +2,131	+8%	+$56.1K	0.21%	71
2022 Q2	$727K	Buy	26,760 +794	+3%	+$23.9K	0.2%	71
2022 Q1	$825K	Buy	25,966 +1,860	+8%	+$59.5K	0.21%	64
2021 Q4	$752K	Buy	+24,106	New	+$746K	0.18%	67

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

Concord Wealth Partners's IDV Position: Q2 2026 in Review

Concord Wealth Partners increased its iShares International Select Dividend ETF (IDV) stake by 4.9% in Q2 2026, buying an estimated $94K and bringing the position to 45,698 shares worth $1.89M. The position accounts for 0.22% of the portfolio, ranked #100.

Concord Wealth Partners first reported a position in IDV in Q4 2021 and has held it in 19 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Concord Wealth Partners held 45,698 shares of iShares International Select Dividend ETF worth $1.89M as of Q2 2026.
Concord Wealth Partners bought 2,146 iShares International Select Dividend ETF shares in Q2 2026, an estimated $94K.
iShares International Select Dividend ETF made up 0.22% of Concord Wealth Partners's portfolio in Q2 2026, its #100 holding.
Concord Wealth Partners first reported a position in iShares International Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.