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Crescent Grove Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Crescent Grove 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
Q1 		$4.21M Buy
98,851
+5,737
+6% +$241K 0.4% 57
2025
Q4 		$3.67M Buy
93,114
+3,942
+4% +$149K 0.34% 63
2025
Q3 		$3.26M Buy
89,172
+8,874
+11% +$319K 0.31% 65
2025
Q2 		$2.77M Buy
80,298
+8,985
+13% +$293K 0.27% 68
2025
Q1 		$2.21M Buy
71,313
+16,282
+30% +$478K 0.23% 71
2024
Q4 		$1.51M Buy
55,031
+1,296
+2% +$37.1K 0.15% 91
2024
Q3 		$1.62M Sell
53,735
-348
-0.6% -$10.1K 0.17% 87
2024
Q2 		$1.5M Sell
54,083
-4,259
-7% -$121K 0.16% 85
2024
Q1 		$1.64M Buy
58,342
+946
+2% +$26.1K 0.17% 83
2023
Q4 		$1.61M Buy
57,396
+551
+1% +$14.4K 0.18% 81
2023
Q3 		$1.47M Sell
56,845
-4,606
-7% -$122K 0.18% 82
2023
Q2 		$1.62M Buy
61,451
+11,862
+24% +$324K 0.17% 77
2023
Q1 		$1.36M Buy
49,589
+40,085
+422% +$1.13M 0.16% 83
2022
Q4 		$258K Sell
9,504
-24,728
-72% -$627K 0.03% 241
2022
Q3 		$771K Buy
34,232
+5,443
+19% +$143K 0.09% 123
2022
Q2 		$782K Buy
28,789
+3,234
+13% +$97.4K 0.08% 124
2022
Q1 		$812K Buy
25,555
+5,068
+25% +$162K 0.08% 133
2021
Q4 		$639K Buy
20,487
+1,790
+10% +$55.4K 0.06% 152
2021
Q3 		$569K Hold
18,697
– – 0.06% 142
2021
Q2 		$606K Hold
18,697
– – 0.06% 137
2021
Q1 		$589K Hold
18,697
– – 0.07% 122
2020
Q4 		$551K Sell
18,697
-816
-4% -$22.3K 0.07% 107
2020
Q3 		$486K Sell
19,513
-2,453
-11% -$63.6K 0.1% 98
2020
Q2 		$552K Buy
21,966
+3,186
+17% +$76.6K 0.12% 81
2020
Q1 		$424K Buy
18,780
+3,839
+26% +$116K 0.09% 85
2019
Q4 		$502K Buy
14,941
+3,715
+33% +$119K 0.09% 93
2019
Q3 		$345K Buy
11,226
+1,413
+14% +$42.7K 0.07% 107
2019
Q2 		$301K Buy
+9,813
New +$304K 0.06% 122

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crescent Grove Advisors's IDV Position: Q1 2026 in Review

Crescent Grove Advisors increased its iShares International Select Dividend ETF (IDV) stake by 6.2% in Q1 2026, buying an estimated $241K and bringing the position to 98,851 shares worth $4.21M. The position accounts for 0.4% of the portfolio, ranked #57.

Crescent Grove Advisors first reported a position in IDV in Q2 2019 and has held it in 28 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • Crescent Grove Advisors held 98,851 shares of iShares International Select Dividend ETF worth $4.21M as of Q1 2026.
  • Crescent Grove Advisors bought 5,737 iShares International Select Dividend ETF shares in Q1 2026, an estimated $241K.
  • iShares International Select Dividend ETF made up 0.4% of Crescent Grove Advisors's portfolio in Q1 2026, its #57 holding.
  • Crescent Grove Advisors first reported a position in iShares International Select Dividend ETF in Q2 2019 and has held it in 28 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.