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

Crewe 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	$1.49K	Buy	36 +1	+3%	+$44	﹤0.01%	1020
2026 Q1	$1.49K	Buy	35 +9	+35%	+$378	﹤0.01%	932
2025 Q4	$1.02K	Sell	26 -5	-16%	-$189	﹤0.01%	982
2025 Q3	$1.12K	Buy	31 +7	+29%	+$252	﹤0.01%	903
2025 Q2	$836	Buy	24 +2	+9%	+$65	﹤0.01%	625
2025 Q1	$674	Hold	22	–	–	﹤0.01%	609
2024 Q4	$591	Buy	22 +1	+5%	+$29	﹤0.01%	545
2024 Q3	$643	Buy	21 +11	+110%	+$320	﹤0.01%	657
2024 Q2	$276	Hold	10	–	–	﹤0.01%	926
2024 Q1	$273	Hold	10	–	–	﹤0.01%	913
2023 Q4	$270	Buy	10 +1	+11%	+$26	﹤0.01%	342
2023 Q3	$237	Hold	9	–	–	﹤0.01%	437
2023 Q2	$246	Hold	9	–	–	﹤0.01%	687
2023 Q1	$250	Buy	+9	New	+$253	﹤0.01%	790
2020 Q3	–	Sell	-3,897	Closed	-$98K	–	626
2020 Q2	$98K	Hold	3,897	–	–	0.05%	78
2020 Q1	$88K	Hold	3,897	–	–	0.05%	66
2019 Q4	$131K	Hold	3,897	–	–	0.06%	64
2019 Q3	$120K	Buy	3,897 +220	+6%	+$6.64K	0.06%	76
2019 Q2	$113K	Hold	3,677	–	–	0.04%	107
2019 Q1	$113K	Buy	3,677 +316	+9%	+$9.74K	0.04%	85
2018 Q4	$96K	Sell	3,361 -773	-19%	-$23.7K	0.03%	82
2018 Q3	$135K	Buy	4,134 +798	+24%	+$26.1K	0.11%	68
2018 Q2	$107K	Sell	3,336 -56	-2%	-$1.87K	0.1%	78
2018 Q1	$112K	Buy	3,392 +8	+0.2%	+$272	0.11%	76
2017 Q4	$114K	Buy	+3,384	New	+$113K	0.11%	72

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

Crewe Advisors's IDV Position: Q2 2026 in Review

Crewe Advisors increased its iShares International Select Dividend ETF (IDV) stake by 2.9% in Q2 2026, buying an estimated $44 and bringing the position to 36 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Crewe Advisors first reported a position in IDV in Q4 2017 and has held it in 25 quarters since. The position peaked at $135K in Q3 2018. 630 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Crewe Advisors held 36 shares of iShares International Select Dividend ETF worth $1.49K as of Q2 2026.
Crewe Advisors bought 1 iShares International Select Dividend ETF share in Q2 2026, an estimated $44.
iShares International Select Dividend ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1020 holding.
Crewe Advisors first reported a position in iShares International Select Dividend ETF in Q4 2017 and has held it in 25 quarters since.
Crewe Advisors's iShares International Select Dividend ETF position peaked at $135K in Q3 2018.
630 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.