EP Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

EP Wealth Advisors’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	$226K	Buy	5,454 +250	+5%	+$10.9K	﹤0.01%	1451
2026 Q1	$221K	Hold	5,204	–	–	﹤0.01%	1351
2025 Q4	$205K	Buy	+5,204	New	+$197K	﹤0.01%	1377
2025 Q1	–	Sell	-4,460	Closed	-$122K	–	1330
2024 Q4	$122K	Buy	+4,460	New	+$128K	﹤0.01%	1172

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

EP Wealth Advisors's IDV Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares International Select Dividend ETF (IDV) stake by 4.8% in Q2 2026, buying an estimated $10.9K and bringing the position to 5,454 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

EP Wealth Advisors first reported a position in IDV in Q4 2024 and has held it in 4 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

EP Wealth Advisors held 5,454 shares of iShares International Select Dividend ETF worth $226K as of Q2 2026.
EP Wealth Advisors bought 250 iShares International Select Dividend ETF shares in Q2 2026, an estimated $10.9K.
iShares International Select Dividend ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1451 holding.
EP Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 4 quarters since.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.