Evoke Wealth
IDV icon

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

Evoke Wealth’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 		– Sell
-14,326
Closed -$610K – 297
2026
Q1 		$610K Buy
14,326
+3,095
+28% +$130K 0.01% 366
2025
Q4 		$443K Buy
11,231
+161
+1% +$6.1K 0.01% 419
2025
Q3 		$405K Buy
11,070
+108
+1% +$3.89K 0.01% 421
2025
Q2 		$378K Buy
+10,962
New +$358K 0.01% 401

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evoke Wealth's IDV Position: Q2 2026 in Review

Evoke Wealth sold out of iShares International Select Dividend ETF (IDV) in Q2 2026, closing a stake of 14,326 shares — an estimated $610K sold.

Evoke Wealth first reported a position in IDV in Q2 2025 and held it in 4 quarters. The position peaked at $610K in Q1 2026. 630 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Evoke Wealth reported no remaining iShares International Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 14,326 iShares International Select Dividend ETF shares in Q2 2026, an estimated $610K.
  • Evoke Wealth first reported a position in iShares International Select Dividend ETF in Q2 2025 and held it in 4 quarters.
  • Evoke Wealth's iShares International Select Dividend ETF position peaked at $610K in Q1 2026.
  • 630 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.