CVA Family Office’s iShares International Select Dividend ETF IDV Stock Holding History

CVA Family Office’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	$18.9K	Buy	457 +11	+2%	+$482	﹤0.01%	833
2026 Q1	$19K	Buy	446 +3	+0.7%	+$126	﹤0.01%	810
2025 Q4	$17.5K	Buy	443 +6	+1%	+$227	﹤0.01%	715
2025 Q3	$16K	Buy	437 +5	+1%	+$180	﹤0.01%	738
2025 Q2	$14.9K	Buy	432 +10	+2%	+$327	﹤0.01%	739
2025 Q1	$13.1K	Buy	422 +2	+0.5%	+$59	﹤0.01%	757
2024 Q4	$11.5K	Buy	420 +6	+1%	+$172	﹤0.01%	766
2024 Q3	$12.5K	Buy	414 +6	+1%	+$175	﹤0.01%	722
2024 Q2	$11.3K	Buy	408 +10	+3%	+$284	﹤0.01%	728
2024 Q1	$11.2K	Buy	398 +4	+1%	+$110	﹤0.01%	727
2023 Q4	$11K	Buy	+394	New	+$10.3K	﹤0.01%	713
2023 Q3	–	Sell	-381	Closed	-$10K	–	566
2023 Q2	$10K	Buy	381 +10	+3%	+$273	﹤0.01%	723
2023 Q1	$10.2K	Buy	371 +3	+0.8%	+$84	﹤0.01%	689
2022 Q4	$10K	Buy	368 +14	+4%	+$355	﹤0.01%	658
2022 Q3	$8K	Hold	354	–	–	﹤0.01%	658
2022 Q2	$10K	Buy	354 +8	+2%	+$241	﹤0.01%	639
2022 Q1	$11K	Buy	346 +4	+1%	+$128	﹤0.01%	662
2021 Q4	$11K	Buy	342 +21	+7%	+$649	﹤0.01%	630
2021 Q3	$8K	Sell	321 -11	-3%	-$353	0.01%	308
2021 Q2	$11K	Buy	332 +9	+3%	+$297	﹤0.01%	631
2021 Q1	$10K	Hold	323	–	–	﹤0.01%	530
2020 Q4	$10K	Buy	323 +2	+0.6%	+$55	0.01%	300
2020 Q3	$8K	Buy	321 +4	+1%	+$104	0.01%	308
2020 Q2	$8K	Buy	317 +15	+5%	+$361	0.01%	271
2020 Q1	$7K	Buy	+302	New	+$9.11K	0.01%	257

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

CVA Family Office's IDV Position: Q2 2026 in Review

CVA Family Office increased its iShares International Select Dividend ETF (IDV) stake by 2.5% in Q2 2026, buying an estimated $482 and bringing the position to 457 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

CVA Family Office first reported a position in IDV in Q1 2020 and has held it in 25 quarters since. The position peaked at $19K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

CVA Family Office held 457 shares of iShares International Select Dividend ETF worth $18.9K as of Q2 2026.
CVA Family Office bought 11 iShares International Select Dividend ETF shares in Q2 2026, an estimated $482.
iShares International Select Dividend ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #833 holding.
CVA Family Office first reported a position in iShares International Select Dividend ETF in Q1 2020 and has held it in 25 quarters since.
CVA Family Office's iShares International Select Dividend ETF position peaked at $19K in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.