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

EverSource 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
2026 Q2	$1.46M	Sell	35,212 -339	-1%	-$14.8K	0.05%	273
2026 Q1	$1.51M	Sell	35,551 -1	-0%	-$42	0.05%	278
2025 Q4	$1.4M	Sell	35,552 -10,795	-23%	-$409K	0.05%	266
2025 Q3	$1.69M	Buy	46,347 +793	+2%	+$28.5K	0.07%	196
2025 Q2	$1.57M	Buy	45,554 +3,748	+9%	+$122K	0.07%	196
2025 Q1	$1.3M	Sell	41,806 -17,860	-30%	-$524K	0.07%	209
2024 Q4	$1.63M	Sell	59,666 -57,776	-49%	-$1.65M	0.09%	171
2024 Q3	$3.55M	Buy	117,442 +26	+0%	+$757	0.22%	96
2024 Q2	$3.4M	Buy	117,416 +2,280	+2%	+$64.8K	0.23%	96
2024 Q1	$3.2M	Buy	115,136 +7,423	+7%	+$205K	0.25%	92
2023 Q4	$3.01M	Sell	107,713 -16,675	-13%	-$435K	0.28%	85
2023 Q3	$3.16M	Sell	124,388 -1,435	-1%	-$38K	0.34%	75
2023 Q2	$3.31M	Buy	125,823 +3,529	+3%	+$96.3K	0.37%	72
2023 Q1	$3.36M	Sell	122,294 -1,643	-1%	-$46.3K	0.42%	63
2022 Q4	$3.37M	Buy	123,937 +58,128	+88%	+$1.47M	0.51%	51
2022 Q3	$1.48M	Sell	65,809 -14,689	-18%	-$387K	0.34%	54
2022 Q2	$2.19M	Buy	80,498 +19,137	+31%	+$576K	0.56%	35
2022 Q1	$1.95M	Buy	61,361 +12,005	+24%	+$384K	0.49%	41
2021 Q4	$1.54M	Buy	+49,356	New	+$1.53M	0.43%	45

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

EverSource Wealth Advisors's IDV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 0.95% in Q2 2026, selling an estimated $14.8K and leaving 35,212 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #273.

EverSource Wealth Advisors first reported a position in IDV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.55M in Q3 2024. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

EverSource Wealth Advisors held 35,212 shares of iShares International Select Dividend ETF worth $1.46M as of Q2 2026.
EverSource Wealth Advisors sold 339 iShares International Select Dividend ETF shares in Q2 2026, an estimated $14.8K.
iShares International Select Dividend ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #273 holding.
EverSource Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares International Select Dividend ETF position peaked at $3.55M in Q3 2024.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.