FIA
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return