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

CreativeOne Wealth’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	$1.47M	Buy	34,609 +490	+1%	+$20.6K	0.03%	441
2025 Q4	$1.35M	Buy	34,119 +1,403	+4%	+$53.2K	0.03%	443
2025 Q3	$1.2M	Buy	32,716 +7,089	+28%	+$255K	0.03%	481
2025 Q2	$884K	Buy	25,627 +15,612	+156%	+$510K	0.02%	571
2025 Q1	$311K	Sell	10,015 -711	-7%	-$20.9K	0.01%	857
2024 Q4	$294K	Sell	10,726 -2,736	-20%	-$78.4K	0.01%	886
2024 Q3	$407K	Buy	13,462 +1,227	+10%	+$35.7K	0.01%	695
2024 Q2	$339K	Buy	+12,235	New	+$348K	0.02%	583
2024 Q1	–	Sell	-9,619	Closed	-$269K	–	888
2023 Q4	$269K	Buy	+9,619	New	+$251K	0.02%	534

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CreativeOne Wealth's IDV Position: Q1 2026 in Review

CreativeOne Wealth increased its iShares International Select Dividend ETF (IDV) stake by 1.4% in Q1 2026, buying an estimated $20.6K and bringing the position to 34,609 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #441.

CreativeOne Wealth first reported a position in IDV in Q4 2023 and has held it in 9 quarters since. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

CreativeOne Wealth held 34,609 shares of iShares International Select Dividend ETF worth $1.47M as of Q1 2026.
CreativeOne Wealth bought 490 iShares International Select Dividend ETF shares in Q1 2026, an estimated $20.6K.
iShares International Select Dividend ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #441 holding.
CreativeOne Wealth first reported a position in iShares International Select Dividend ETF in Q4 2023 and has held it in 9 quarters since.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.