Elevation Wealth Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Elevation Wealth 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	-3,546	Closed	-$130K	–	987
2025 Q3	$130K	Hold	3,546	–	–	0.05%	152
2025 Q2	$122K	Hold	3,546	–	–	0.05%	153
2025 Q1	$110K	Hold	3,546	–	–	0.05%	161
2024 Q4	$97.1K	Sell	3,546 -462	-12%	-$13.2K	0.04%	170
2024 Q3	$121K	Buy	4,008 +6	+0.1%	+$175	0.05%	148
2024 Q2	$111K	Buy	4,002 +12	+0.3%	+$341	0.05%	147
2024 Q1	$112K	Buy	3,990 +3,564	+837%	+$98.4K	0.06%	149
2023 Q4	$10.8K	Hold	426	–	–	0.01%	323
2023 Q3	$10.8K	Hold	426	–	–	0.01%	239
2023 Q2	$11.2K	Hold	426	–	–	0.01%	243
2023 Q1	$11.7K	Buy	+426	New	+$12K	0.01%	251

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Elevation Wealth Partners's IDV Position: Q4 2025 in Review

Elevation Wealth Partners sold out of iShares International Select Dividend ETF (IDV) in Q4 2025, closing a stake of 3,546 shares — an estimated $130K sold.

Elevation Wealth Partners first reported a position in IDV in Q1 2023 and held it in 11 quarters. The position peaked at $130K in Q3 2025. 576 funds tracked by Wall St. Rank hold IDV as of Q4 2025.

Elevation Wealth Partners reported no remaining iShares International Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
Elevation Wealth Partners sold 3,546 iShares International Select Dividend ETF shares in Q4 2025, an estimated $130K.
Elevation Wealth Partners first reported a position in iShares International Select Dividend ETF in Q1 2023 and held it in 11 quarters.
Elevation Wealth Partners's iShares International Select Dividend ETF position peaked at $130K in Q3 2025.
576 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.