Disciplined Investors’s iShares International Select Dividend ETF IDV Stock Holding History

Disciplined Investors’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	$14.2M	Buy	343,245 +39,888	+13%	+$1.75M	7.11%	1
2026 Q1	$12.9M	Buy	303,357 +35,697	+13%	+$1.5M	7.69%	1
2025 Q4	$10.6M	Buy	267,660 +19,705	+8%	+$747K	6.93%	1
2025 Q3	$9.06M	Buy	247,955 +18,503	+8%	+$666K	6.45%	1
2025 Q2	$7.92M	Buy	229,452 +24,630	+12%	+$804K	6.17%	1
2025 Q1	$6.35M	Buy	204,822 +32,189	+19%	+$945K	5.73%	2
2024 Q4	$4.68M	Buy	+172,633	New	+$4.94M	4.51%	2

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

Disciplined Investors's IDV Position: Q2 2026 in Review

Disciplined Investors increased its iShares International Select Dividend ETF (IDV) stake by 13% in Q2 2026, buying an estimated $1.75M and bringing the position to 343,245 shares worth $14.2M. The position accounts for 7.11% of the portfolio, ranked #1.

Disciplined Investors first reported a position in IDV in Q4 2024 and has held it in 7 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Disciplined Investors held 343,245 shares of iShares International Select Dividend ETF worth $14.2M as of Q2 2026.
Disciplined Investors bought 39,888 iShares International Select Dividend ETF shares in Q2 2026, an estimated $1.75M.
iShares International Select Dividend ETF made up 7.11% of Disciplined Investors's portfolio in Q2 2026, its #1 holding.
Disciplined Investors first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.