Eagle Bluffs Wealth Management
IDV icon

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

Eagle Bluffs 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
Q3 		$16.7M Buy
394,769
+18,157
+5% +$796K 5.73% 3
2026
Q2 		$15.6M Buy
376,612
+11,081
+3% +$485K 5.21% 3
2026
Q1 		$15.6M Buy
365,531
+15,837
+5% +$666K 6.06% 3
2025
Q4 		$13.8M Buy
349,694
+19,459
+6% +$737K 5.59% 3
2025
Q3 		$12.1M Buy
330,235
+9,166
+3% +$330K 5.21% 4
2025
Q2 		$11.1M Buy
321,069
+3,062
+1% +$100K 5.27% 4
2025
Q1 		$9.9M Sell
318,007
-113,525
-26% -$3.33M 5.21% 4
2024
Q4 		$11.8M Buy
431,532
+29,366
+7% +$841K 6.34% 2
2024
Q3 		$12.2M Buy
402,166
+8,484
+2% +$247K 6.55% 2
2024
Q2 		$10.9M Buy
393,682
+17,991
+5% +$511K 6.34% 2
2024
Q1 		$10.5M Buy
375,691
+10,081
+3% +$278K 6.54% 2
2023
Q4 		$10.2M Buy
365,610
+16,938
+5% +$442K 6.97% 2
2023
Q3 		$9.03M Buy
+348,672
New +$9.24M 6.94% 2
2022
Q3 		– Sell
-9,179
Closed -$249K – 60
2022
Q2 		$249K Buy
+9,179
New +$276K 0.27% 59

Other funds holding IDV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Eagle Bluffs Wealth Management's IDV Position: Q3 2026 in Review

Eagle Bluffs Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 4.8% in Q3 2026, buying an estimated $796K and bringing the position to 394,769 shares worth $16.7M. The position accounts for 5.73% of the portfolio, ranked #3.

Eagle Bluffs Wealth Management first reported a position in IDV in Q2 2022 and has held it in 14 quarters since. 563 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

  • Eagle Bluffs Wealth Management held 394,769 shares of iShares International Select Dividend ETF worth $16.7M as of Q3 2026.
  • Eagle Bluffs Wealth Management bought 18,157 iShares International Select Dividend ETF shares in Q3 2026, an estimated $796K.
  • iShares International Select Dividend ETF made up 5.73% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Eagle Bluffs Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2022 and has held it in 14 quarters since.
  • 563 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.