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

Empirical 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	$2.4M	Sell	57,995 -2,678	-4%	-$117K	0.04%	244
2026 Q1	$2.58M	Buy	60,673 +952	+2%	+$40K	0.04%	225
2025 Q4	$2.36M	Sell	59,721 -1,533	-3%	-$58.1K	0.04%	229
2025 Q3	$2.24M	Sell	61,254 -6,802	-10%	-$245K	0.04%	227
2025 Q2	$2.35M	Buy	68,056 +4,865	+8%	+$159K	0.05%	213
2025 Q1	$1.96M	Sell	63,191 -2,307	-4%	-$67.7K	0.05%	213
2024 Q4	$1.79M	Sell	65,498 -575	-0.9%	-$16.5K	0.05%	210
2024 Q3	$2M	Sell	66,073 -1,212	-2%	-$35.3K	0.06%	193
2024 Q2	$1.86M	Sell	67,285 -3,531	-5%	-$100K	0.06%	189
2024 Q1	$1.99M	Buy	70,816 +2,908	+4%	+$80.3K	0.06%	180
2023 Q4	$1.9M	Sell	67,908 -9,625	-12%	-$251K	0.06%	174
2023 Q3	$1.97M	Sell	77,533 -4,685	-6%	-$124K	0.08%	159
2023 Q2	$2.16M	Sell	82,218 -2,470	-3%	-$67.4K	0.09%	150
2023 Q1	$2.33M	Sell	84,688 -2,152	-2%	-$60.6K	0.1%	131
2022 Q4	$2.36M	Sell	86,840 -1,136	-1%	-$28.8K	0.11%	123
2022 Q3	$1.98M	Buy	87,976 +22,072	+33%	+$581K	0.1%	127
2022 Q2	$1.79M	Buy	65,904 +1,393	+2%	+$42K	0.09%	140
2022 Q1	$2.05M	Buy	64,511 +5,955	+10%	+$191K	0.1%	132
2021 Q4	$1.83M	Buy	58,556 +3,840	+7%	+$119K	0.09%	143
2021 Q3	$1.66M	Buy	54,716 +2,180	+4%	+$70K	0.09%	132
2021 Q2	$1.7M	Buy	52,536 +315	+0.6%	+$10.4K	0.1%	126
2021 Q1	$1.64M	Hold	52,221	–	–	0.13%	117
2020 Q4	$1.54M	Buy	52,221 +8,747	+20%	+$239K	0.12%	119
2020 Q3	$1.08M	Buy	43,474 +720	+2%	+$18.7K	0.09%	133
2020 Q2	$1.07M	Buy	42,754 +7,648	+22%	+$184K	0.1%	125
2020 Q1	$793K	Buy	35,106 +23,946	+215%	+$722K	0.09%	133
2019 Q4	$375K	Hold	11,160	–	–	0.04%	224
2019 Q3	$343K	Buy	11,160 +3,285	+42%	+$99.2K	0.04%	214
2019 Q2	$242K	Hold	7,875	–	–	0.03%	229
2019 Q1	$243K	Buy	+7,875	New	+$243K	0.04%	206

Other funds holding IDV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

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

Empirical Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 4.4% in Q2 2026, selling an estimated $117K and leaving 57,995 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #244.

Empirical Wealth Management first reported a position in IDV in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.58M in Q1 2026. 269 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Empirical Wealth Management held 57,995 shares of iShares International Select Dividend ETF worth $2.4M as of Q2 2026.
Empirical Wealth Management sold 2,678 iShares International Select Dividend ETF shares in Q2 2026, an estimated $117K.
iShares International Select Dividend ETF made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #244 holding.
Empirical Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2019 and has held it in 30 quarters since.
Empirical Wealth Management's iShares International Select Dividend ETF position peaked at $2.58M in Q1 2026.
269 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.