Financial Perspectives’s iShares International Select Dividend ETF IDV Stock Holding History

Financial Perspectives’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	$2.61M	Buy	63,096 +1,587	+3%	+$69.5K	0.64%	35
2026 Q1	$2.62M	Buy	61,509 +987	+2%	+$41.5K	0.73%	28
2025 Q4	$2.39M	Buy	60,522 +1,007	+2%	+$38.2K	0.64%	32
2025 Q3	$2.18M	Buy	59,515 +438	+0.7%	+$15.8K	0.6%	34
2025 Q2	$2.04M	Buy	59,077 +348	+0.6%	+$11.4K	0.62%	34
2025 Q1	$1.82M	Sell	58,729 -311	-0.5%	-$9.13K	0.62%	32
2024 Q4	$1.62M	Sell	59,040 -2,970	-5%	-$85.1K	0.54%	35
2024 Q3	$1.87M	Buy	62,010 +475	+0.8%	+$13.8K	0.65%	32
2024 Q2	$1.7M	Buy	61,535 +2,012	+3%	+$57.2K	0.63%	31
2024 Q1	$1.67M	Buy	59,523 +11,392	+24%	+$315K	0.63%	31
2023 Q4	$1.35M	Buy	48,131 +5,506	+13%	+$144K	0.55%	35
2023 Q3	$1.08M	Sell	42,625 -2,971	-7%	-$78.7K	0.5%	38
2023 Q2	$1.2M	Buy	45,596 +704	+2%	+$19.2K	0.53%	37
2023 Q1	$1.23M	Buy	44,892 +899	+2%	+$25.3K	0.59%	34
2022 Q4	$1.19M	Buy	43,993 +2,034	+5%	+$51.6K	0.61%	32
2022 Q3	$945K	Sell	41,959 -11,920	-22%	-$314K	0.53%	33
2022 Q2	$1.46M	Buy	53,879 +1,123	+2%	+$33.8K	0.83%	24
2022 Q1	$1.68M	Buy	52,756 +1,842	+4%	+$58.9K	0.78%	23
2021 Q4	$1.59M	Buy	50,914 +9,879	+24%	+$306K	0.75%	24
2021 Q3	$1.25M	Buy	41,035 +132	+0.3%	+$4.24K	0.63%	30
2021 Q2	$1.33M	Buy	40,903 +7,715	+23%	+$254K	0.65%	31
2021 Q1	$1.04M	Buy	33,188 +235	+0.7%	+$7.3K	0.56%	34
2020 Q4	$971K	Sell	32,953 -636	-2%	-$17.4K	0.55%	33
2020 Q3	$837K	Buy	33,589 +94	+0.3%	+$2.44K	0.55%	29
2020 Q2	$841K	Sell	33,495 -2,320	-6%	-$55.8K	0.6%	26
2020 Q1	$809K	Buy	35,815 +15,003	+72%	+$452K	0.65%	25
2019 Q4	$699K	Buy	+20,812	New	+$669K	0.48%	28

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

Financial Perspectives's IDV Position: Q2 2026 in Review

Financial Perspectives increased its iShares International Select Dividend ETF (IDV) stake by 2.6% in Q2 2026, buying an estimated $69.5K and bringing the position to 63,096 shares worth $2.61M. The position accounts for 0.64% of the portfolio, ranked #35.

Financial Perspectives first reported a position in IDV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.62M in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Financial Perspectives held 63,096 shares of iShares International Select Dividend ETF worth $2.61M as of Q2 2026.
Financial Perspectives bought 1,587 iShares International Select Dividend ETF shares in Q2 2026, an estimated $69.5K.
iShares International Select Dividend ETF made up 0.64% of Financial Perspectives's portfolio in Q2 2026, its #35 holding.
Financial Perspectives first reported a position in iShares International Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's iShares International Select Dividend ETF position peaked at $2.62M in Q1 2026.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.