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

ERTS 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
2025 Q2	–	Sell	-185,646	Closed	-$5.76M	–	53
2025 Q1	$5.76M	Sell	185,646 -77,432	-29%	-$2.27M	1.12%	15
2024 Q4	$7.2M	Sell	263,078 -8,410	-3%	-$241K	1.36%	15
2024 Q3	$8.21M	Buy	271,488 +129,108	+91%	+$3.76M	1.54%	15
2024 Q2	$3.94M	Buy	+142,380	New	+$4.05M	0.79%	17
2023 Q3	–	Sell	-355,099	Closed	-$9.35M	–	85
2023 Q2	$9.35M	Sell	355,099 -30,834	-8%	-$841K	2.18%	13
2023 Q1	$10.6M	Buy	385,933 +248,748	+181%	+$7M	2.57%	11
2022 Q4	$3.73M	Buy	+137,185	New	+$3.48M	0.97%	17
2021 Q3	–	Sell	-8,386	Closed	-$272K	–	87
2021 Q2	$272K	Sell	8,386 -853	-9%	-$28.1K	0.07%	71
2021 Q1	$291K	Sell	9,239 -26,249	-74%	-$815K	0.09%	66
2020 Q4	$1.05M	Buy	35,488 +7,055	+25%	+$193K	0.34%	30
2020 Q3	$709K	Buy	28,433 +5,264	+23%	+$137K	0.27%	36
2020 Q2	$582K	Sell	23,169 -25,518	-52%	-$613K	0.24%	36
2020 Q1	$1.1M	Sell	48,687 -3,443	-7%	-$104K	0.53%	26
2019 Q4	$1.75M	Buy	52,130 +1,300	+3%	+$41.8K	0.79%	16
2019 Q3	$1.56M	Buy	+50,830	New	+$1.53M	0.79%	15
2019 Q1	–	Sell	-2,460	Closed	-$71K	–	185
2018 Q4	$71K	Buy	+2,460	New	+$75.4K	0.05%	141

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $432B AUM 30.22% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

ERTS Wealth Advisors's IDV Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q2 2025, closing a stake of 185,646 shares — an estimated $5.76M sold.

ERTS Wealth Advisors first reported a position in IDV in Q4 2018 and held it in 16 quarters. The position peaked at $10.6M in Q1 2023. 510 funds tracked by Wall St. Rank hold IDV as of Q2 2025.

ERTS Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
ERTS Wealth Advisors sold 185,646 iShares International Select Dividend ETF shares in Q2 2025, an estimated $5.76M.
ERTS Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2018 and held it in 16 quarters.
ERTS Wealth Advisors's iShares International Select Dividend ETF position peaked at $10.6M in Q1 2023.
510 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.