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Destination Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Destination Wealth Management’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 		$15.5M Sell
373,763
-286
-0.1% -$12.5K 0.36% 69
2026
Q1 		$15.9M Sell
374,049
-12,741
-3% -$535K 0.41% 67
2025
Q4 		$15.3M Sell
386,790
-3,237
-0.8% -$123K 0.4% 67
2025
Q3 		$14.3M Sell
390,027
-10,465
-3% -$377K 0.39% 67
2025
Q2 		$13.8M Sell
400,492
-12,861
-3% -$420K 0.41% 69
2025
Q1 		$12.8M Buy
413,353
+1,647
+0.4% +$48.3K 0.4% 67
2024
Q4 		$11.3M Buy
411,706
+6,885
+2% +$197K 0.35% 71
2024
Q3 		$12.2M Buy
404,821
+7,277
+2% +$212K 0.38% 69
2024
Q2 		$11M Buy
397,544
+5,000
+1% +$142K 0.36% 69
2024
Q1 		$11M Buy
392,544
+28,947
+8% +$800K 0.37% 69
2023
Q4 		$10.2M Sell
363,597
-61,067
-14% -$1.59M 0.35% 69
2023
Q3 		$10.8M Buy
424,664
+26,303
+7% +$697K 0.42% 65
2023
Q2 		$10.5M Buy
398,361
+2,295
+0.6% +$62.6K 0.39% 67
2023
Q1 		$10.9M Buy
396,066
+17,317
+5% +$488K 0.41% 67
2022
Q4 		$10.3M Buy
378,749
+2,724
+0.7% +$69.1K 0.41% 66
2022
Q3 		$8.47M Buy
376,025
+24,751
+7% +$652K 0.36% 71
2022
Q2 		$9.54M Buy
351,274
+4,829
+1% +$145K 0.38% 68
2022
Q1 		$11M Buy
346,445
+10,605
+3% +$339K 0.41% 67
2021
Q4 		$10.5M Buy
335,840
+16,127
+5% +$499K 0.37% 67
2021
Q3 		$9.73M Buy
319,713
+2,317
+0.7% +$74.4K 0.38% 68
2021
Q2 		$10.3M Buy
317,396
+4,729
+2% +$156K 0.4% 68
2021
Q1 		$9.84M Buy
312,667
+25,740
+9% +$800K 0.41% 67
2020
Q4 		$8.46M Sell
286,927
-139,372
-33% -$3.81M 0.37% 63
2020
Q3 		$10.6M Buy
426,299
+12,322
+3% +$320K 0.54% 53
2020
Q2 		$10.4M Buy
413,977
+43,484
+12% +$1.05M 0.56% 52
2020
Q1 		$8.37M Sell
370,493
-5,423
-1% -$164K 0.51% 53
2019
Q4 		$12.6M Buy
375,916
+2,293
+0.6% +$73.7K 0.64% 49
2019
Q3 		$11.5M Buy
373,623
+15,667
+4% +$473K 0.62% 50
2019
Q2 		$11M Sell
357,956
-9,115
-2% -$283K 0.61% 48
2019
Q1 		$11.3M Buy
367,071
+5,356
+1% +$165K 0.64% 48
2018
Q4 		$10.4M Buy
361,715
+4,945
+1% +$152K 0.63% 43
2018
Q3 		$11.6M Buy
356,770
+2,896
+0.8% +$94.7K 0.65% 45
2018
Q2 		$11.3M Buy
353,874
+353,823
+693,771% +$11.8M 0.68% 44
2018
Q1 		$7K Sell
51
-341,942
-100% -$11.6M ﹤0.01% 427
2017
Q4 		$11.6M Buy
341,993
+10,198
+3% +$342K 0.7% 43
2017
Q3 		$11.2M Buy
331,795
+10,906
+3% +$364K 0.72% 43
2017
Q2 		$10.5M Buy
320,889
+29,637
+10% +$961K 0.7% 41
2017
Q1 		$9.16M Buy
291,252
+46,270
+19% +$1.43M 0.63% 41
2016
Q4 		$7.24M Buy
244,982
+50,768
+26% +$1.48M 0.53% 45
2016
Q3 		$5.82M Buy
194,214
+56,349
+41% +$1.67M 0.45% 42
2016
Q2 		$3.95M Buy
137,865
+103,234
+298% +$3M 0.33% 49
2016
Q1 		$994K Hold
34,631
– – 0.1% 81
2015
Q4 		$994K Sell
34,631
-460
-1% -$13.6K 0.1% 81
2015
Q3 		$987K Buy
35,091
+7,041
+25% +$215K 0.11% 71
2015
Q2 		$907K Buy
28,050
+8,892
+46% +$306K 0.06% 137
2015
Q1 		$644K Buy
19,158
+4,499
+31% +$155K 0.07% 66
2014
Q4 		$494K Buy
14,659
+3,861
+36% +$135K 0.05% 78
2014
Q3 		$386K Buy
10,798
+591
+6% +$22.7K 0.04% 97
2014
Q2 		$407K Buy
10,207
+1,736
+20% +$69.2K 0.04% 102
2014
Q1 		$327K Buy
8,471
+2,626
+45% +$99K 0.04% 101
2013
Q4 		$222K Buy
+5,845
New +$218K 0.02% 97

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Destination Wealth Management's IDV Position: Q2 2026 in Review

Destination Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 0.08% in Q2 2026, selling an estimated $12.5K and leaving 373,763 shares worth $15.5M. The position accounts for 0.36% of the portfolio, ranked #69.

Destination Wealth Management first reported a position in IDV in Q4 2013 and has held it in 51 quarters since. The position peaked at $15.9M in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Destination Wealth Management held 373,763 shares of iShares International Select Dividend ETF worth $15.5M as of Q2 2026.
  • Destination Wealth Management sold 286 iShares International Select Dividend ETF shares in Q2 2026, an estimated $12.5K.
  • iShares International Select Dividend ETF made up 0.36% of Destination Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Destination Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2013 and has held it in 51 quarters since.
  • Destination Wealth Management's iShares International Select Dividend ETF position peaked at $15.9M in Q1 2026.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.