Envestnet Portfolio Solutions
IDV icon

Envestnet Portfolio Solutions’s iShares International Select Dividend ETF IDV Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-7,519
Closed -$259K – 1512
2025
Q2 		$259K Sell
7,519
-3,928
-34% -$128K ﹤0.01% 1402
2025
Q1 		$355K Buy
11,447
+1,902
+20% +$55.8K ﹤0.01% 1213
2024
Q4 		$261K Sell
9,545
-4,976
-34% -$143K ﹤0.01% 1565
2024
Q3 		$439K Buy
14,521
+191
+1% +$5.56K ﹤0.01% 1269
2024
Q2 		$397K Buy
14,330
+29
+0.2% +$824 ﹤0.01% 1230
2024
Q1 		$401K Sell
14,301
-2,673
-16% -$73.8K ﹤0.01% 1203
2023
Q4 		$475K Buy
16,974
+5,707
+51% +$149K ﹤0.01% 1079
2023
Q3 		$286K Buy
+11,267
New +$299K ﹤0.01% 1251

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return