Essex Savings Bank’s iShares International Select Dividend ETF IDV Stock Holding History

Essex Savings Bank’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	Hold	5,463	–	–	0.05%	287
2026 Q1	$233K	Sell	5,463 -256	-4%	-$10.8K	0.05%	276
2025 Q4	$226K	Hold	5,719	–	–	0.05%	283
2025 Q3	$209K	Buy	+5,719	New	+$206K	0.05%	301

Other funds holding IDV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BMM

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

Essex Savings Bank's IDV Position: Q2 2026 in Review

Essex Savings Bank held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 5,463 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #287.

Essex Savings Bank first reported a position in IDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $233K in Q1 2026. 407 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Essex Savings Bank held 5,463 shares of iShares International Select Dividend ETF worth $226K as of Q2 2026.
Essex Savings Bank left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #287 holding.
Essex Savings Bank first reported a position in iShares International Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
Essex Savings Bank's iShares International Select Dividend ETF position peaked at $233K in Q1 2026.
407 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.