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Curran Financial Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Curran Financial Partners’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
2025
Q4 		– Sell
-31,721
Closed -$1.16M – 134
2025
Q3 		$1.16M Sell
31,721
-48,531
-60% -$1.75M 0.23% 56
2025
Q2 		$2.77M Sell
80,252
-143,592
-64% -$4.69M 0.61% 39
2025
Q1 		$6.94M Buy
223,844
+18,797
+9% +$552K 1.7% 19
2024
Q4 		$5.61M Buy
205,047
+21,588
+12% +$618K 1.47% 23
2024
Q3 		$5.55M Buy
183,459
+7,941
+5% +$231K 1.58% 22
2024
Q2 		$4.86M Buy
175,518
+4,921
+3% +$140K 1.62% 20
2024
Q1 		$4.78M Buy
170,597
+3,670
+2% +$101K 1.66% 19
2023
Q4 		$4.59M Buy
166,927
+8,349
+5% +$218K 1.76% 20
2023
Q3 		$4.03M Buy
158,578
+6,622
+4% +$175K 1.76% 22
2023
Q2 		$4M Buy
151,956
+10,920
+8% +$298K 1.74% 21
2023
Q1 		$3.88M Buy
141,036
+13,241
+10% +$373K 1.84% 21
2022
Q4 		$3.47M Buy
127,795
+15,523
+14% +$394K 1.67% 22
2022
Q3 		$2.53M Buy
112,272
+24,635
+28% +$649K 1.28% 24
2022
Q2 		$2.38M Buy
87,637
+23,623
+37% +$711K 1.12% 22
2022
Q1 		$2.03M Buy
64,014
+14,314
+29% +$458K 0.84% 33
2021
Q4 		$1.55M Buy
49,700
+9,533
+24% +$295K 0.66% 33
2021
Q3 		$1.22M Buy
40,167
+12,332
+44% +$396K 0.62% 34
2021
Q2 		$902K Buy
27,835
+17,784
+177% +$586K 0.5% 37
2021
Q1 		$316K Buy
+10,051
New +$312K 0.23% 48

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AF
Align Financial Hermantown, Minnesota $176M AUM

Curran Financial Partners's IDV Position: Q4 2025 in Review

Curran Financial Partners sold out of iShares International Select Dividend ETF (IDV) in Q4 2025, closing a stake of 31,721 shares — an estimated $1.16M sold.

Curran Financial Partners first reported a position in IDV in Q1 2021 and held it in 19 quarters. The position peaked at $6.94M in Q1 2025. 575 funds tracked by Wall St. Rank hold IDV as of Q4 2025.

  • Curran Financial Partners reported no remaining iShares International Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Curran Financial Partners sold 31,721 iShares International Select Dividend ETF shares in Q4 2025, an estimated $1.16M.
  • Curran Financial Partners first reported a position in iShares International Select Dividend ETF in Q1 2021 and held it in 19 quarters.
  • Curran Financial Partners's iShares International Select Dividend ETF position peaked at $6.94M in Q1 2025.
  • 575 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2025.

Based on Curran Financial Partners's 13F filing for Q4 2025, filed 22 Jan 2026.