Foundations Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Foundations Investment 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
2025 Q1	–	Sell	-27,123	Closed	-$743K	–	891
2024 Q4	$743K	Buy	27,123 +73	+0.3%	+$2.09K	0.01%	460
2024 Q3	$818K	Buy	27,050 +955	+4%	+$27.8K	0.02%	401
2024 Q2	$722K	Buy	26,095 +24	+0.1%	+$682	0.02%	418
2024 Q1	$731K	Sell	26,071 -19	-0.1%	-$525	0.02%	386
2023 Q4	$726K	Sell	26,090 -22	-0.1%	-$574	0.02%	362
2023 Q3	$663K	Hold	26,112	–	–	0.02%	340
2023 Q2	$688K	Buy	26,112 +6,274	+32%	+$171K	0.02%	306
2023 Q1	$545K	Hold	19,838	–	–	0.02%	310
2022 Q4	$539K	Hold	19,838	–	–	0.02%	268
2022 Q3	$447K	Buy	+19,838	New	+$523K	0.02%	268

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Foundations Investment Advisors's IDV Position: Q1 2025 in Review

Foundations Investment Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2025, closing a stake of 27,123 shares — an estimated $743K sold.

Foundations Investment Advisors first reported a position in IDV in Q3 2022 and held it in 10 quarters. The position peaked at $818K in Q3 2024. 454 funds tracked by Wall St. Rank hold IDV as of Q1 2025.

Foundations Investment Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Foundations Investment Advisors sold 27,123 iShares International Select Dividend ETF shares in Q1 2025, an estimated $743K.
Foundations Investment Advisors first reported a position in iShares International Select Dividend ETF in Q3 2022 and held it in 10 quarters.
Foundations Investment Advisors's iShares International Select Dividend ETF position peaked at $818K in Q3 2024.
454 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.