Evelyn Partners Asset Management’s iShares International Select Dividend ETF IDV Stock Holding History

Evelyn Partners Asset 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	-17,491	Closed	-$543K	–	242
2025 Q1	$543K	Hold	17,491	–	–	0.15%	67
2024 Q4	$479K	Buy	+17,491	New	+$501K	0.13%	71

Other funds holding IDV

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Evelyn Partners Asset Management's IDV Position: Q2 2025 in Review

Evelyn Partners Asset Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2025, closing a stake of 17,491 shares — an estimated $543K sold.

Evelyn Partners Asset Management first reported a position in IDV in Q4 2024 and held it in 2 quarters. The position peaked at $543K in Q1 2025. 509 funds tracked by Wall St. Rank hold IDV as of Q2 2025.

Evelyn Partners Asset Management reported no remaining iShares International Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
Evelyn Partners Asset Management sold 17,491 iShares International Select Dividend ETF shares in Q2 2025, an estimated $543K.
Evelyn Partners Asset Management first reported a position in iShares International Select Dividend ETF in Q4 2024 and held it in 2 quarters.
Evelyn Partners Asset Management's iShares International Select Dividend ETF position peaked at $543K in Q1 2025.
509 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.