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 Q2	$4.18M	Buy	100,992 +2,141	+2%	+$93.8K	0.35%	64
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 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 22.9% 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

Crescent Grove Advisors's IDV Position: Q2 2026 in Review

Crescent Grove Advisors increased its iShares International Select Dividend ETF (IDV) stake by 2.2% in Q2 2026, buying an estimated $93.8K and bringing the position to 100,992 shares worth $4.18M. The position accounts for 0.35% of the portfolio, ranked #64.

Crescent Grove Advisors first reported a position in IDV in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.21M in Q1 2026. 630 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Crescent Grove Advisors held 100,992 shares of iShares International Select Dividend ETF worth $4.18M as of Q2 2026.
Crescent Grove Advisors bought 2,141 iShares International Select Dividend ETF shares in Q2 2026, an estimated $93.8K.
iShares International Select Dividend ETF made up 0.35% of Crescent Grove Advisors's portfolio in Q2 2026, its #64 holding.
Crescent Grove Advisors first reported a position in iShares International Select Dividend ETF in Q2 2019 and has held it in 29 quarters since.
Crescent Grove Advisors's iShares International Select Dividend ETF position peaked at $4.21M in Q1 2026.
630 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.