Concurrent Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Concurrent Investment Advisors’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	$1.33M	Buy	32,215 +3,378	+12%	+$148K	0.01%	874
2026 Q1	$1.23M	Buy	28,837 +4,863	+20%	+$204K	0.01%	804
2025 Q4	$946K	Buy	23,974 +7,698	+47%	+$292K	0.01%	862
2025 Q3	$595K	Buy	16,276 +4,141	+34%	+$149K	0.01%	844
2025 Q2	$418K	Buy	+12,135	New	+$396K	0.01%	915

Other funds holding IDV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Concurrent Investment Advisors's IDV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares International Select Dividend ETF (IDV) stake by 12% in Q2 2026, buying an estimated $148K and bringing the position to 32,215 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #874.

Concurrent Investment Advisors first reported a position in IDV in Q2 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Concurrent Investment Advisors held 32,215 shares of iShares International Select Dividend ETF worth $1.33M as of Q2 2026.
Concurrent Investment Advisors bought 3,378 iShares International Select Dividend ETF shares in Q2 2026, an estimated $148K.
iShares International Select Dividend ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #874 holding.
Concurrent Investment Advisors first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
296 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.