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

Evermay 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
2026 Q2	$2.81M	Sell	67,767 -5,960	-8%	-$261K	0.29%	36
2026 Q1	$3.14M	Sell	73,727 -16,757	-19%	-$704K	0.35%	33
2025 Q4	$3.57M	Sell	90,484 -15,903	-15%	-$603K	0.4%	30
2025 Q3	$3.89M	Sell	106,387 -5,084	-5%	-$183K	0.44%	27
2025 Q2	$3.85M	Sell	111,471 -984	-0.9%	-$32.1K	0.47%	25
2025 Q1	$3.49M	Sell	112,455 -25,832	-19%	-$758K	0.46%	25
2024 Q4	$3.79M	Sell	138,287 -381	-0.3%	-$10.9K	0.57%	25
2024 Q3	$4.19M	Sell	138,668 -6,029	-4%	-$176K	0.67%	23
2024 Q2	$4M	Sell	144,697 -67	-0%	-$1.9K	0.64%	26
2024 Q1	$4.06M	Buy	+144,764	New	+$4M	0.61%	25
2014 Q4	–	Sell	-7,528	Closed	-$269K	–	87
2014 Q3	$269K	Buy	7,528 +8	+0.1%	+$308	0.23%	64
2014 Q2	$300K	Buy	7,520 +34	+0.5%	+$1.35K	0.26%	62
2014 Q1	$289K	Sell	7,486 -980	-12%	-$37K	0.31%	51
2013 Q4	$321K	Buy	+8,466	New	+$316K	0.45%	36

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

Evermay Wealth Management's IDV Position: Q2 2026 in Review

Evermay Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 8.1% in Q2 2026, selling an estimated $261K and leaving 67,767 shares worth $2.81M. The position accounts for 0.29% of the portfolio, ranked #36.

Evermay Wealth Management first reported a position in IDV in Q4 2013 and has held it in 14 quarters since. The position peaked at $4.19M in Q3 2024. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Evermay Wealth Management held 67,767 shares of iShares International Select Dividend ETF worth $2.81M as of Q2 2026.
Evermay Wealth Management sold 5,960 iShares International Select Dividend ETF shares in Q2 2026, an estimated $261K.
iShares International Select Dividend ETF made up 0.29% of Evermay Wealth Management's portfolio in Q2 2026, its #36 holding.
Evermay Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2013 and has held it in 14 quarters since.
Evermay Wealth Management's iShares International Select Dividend ETF position peaked at $4.19M in Q3 2024.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.