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

EPG 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
2025 Q2	–	Sell	-1,565	Closed	-$48.6K	–	380
2025 Q1	$48.6K	Buy	+1,565	New	+$45.9K	0.01%	293
2023 Q4	–	Sell	-21	Closed	-$533	–	439
2023 Q3	$533	Hold	21	–	–	﹤0.01%	415
2023 Q2	$553	Hold	21	–	–	﹤0.01%	408
2023 Q1	$577	Hold	21	–	–	﹤0.01%	410
2022 Q4	$570	Hold	21	–	–	﹤0.01%	374
2022 Q3	$0	Buy	+21	New	+$553	﹤0.01%	386
2022 Q2	–	Sell	-21	Closed	-$1K	–	289
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	392
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	393
2021 Q3	$1K	Buy	+21	New	+$675	﹤0.01%	369
2020 Q2	–	Sell	-115	Closed	-$3K	–	421
2020 Q1	$3K	Hold	115	–	–	﹤0.01%	658
2019 Q4	$4K	Buy	+115	New	+$3.69K	﹤0.01%	546

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

EPG Wealth Management's IDV Position: Q2 2025 in Review

EPG Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2025, closing a stake of 1,565 shares — an estimated $48.6K sold.

EPG Wealth Management first reported a position in IDV in Q4 2019 and held it in 11 quarters. The position peaked at $48.6K in Q1 2025. 510 funds tracked by Wall St. Rank hold IDV as of Q2 2025.

EPG Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 1,565 iShares International Select Dividend ETF shares in Q2 2025, an estimated $48.6K.
EPG Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2019 and held it in 11 quarters.
EPG Wealth Management's iShares International Select Dividend ETF position peaked at $48.6K in Q1 2025.
510 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.