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

Frederick Financial Consultants’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 Q1	$570K	Buy	13,383 +340	+3%	+$14.3K	0.28%	55
2025 Q4	$515K	Buy	13,043 +1,665	+15%	+$63.1K	0.28%	56
2025 Q3	$416K	Buy	11,378 +1,168	+11%	+$42K	0.23%	62
2025 Q2	$352K	Buy	10,210 +1,464	+17%	+$47.8K	0.22%	66
2025 Q1	$271K	Sell	8,746 -142	-2%	-$4.17K	0.2%	75
2024 Q4	$243K	Buy	+8,888	New	+$255K	0.19%	71

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Frederick Financial Consultants's IDV Position: Q1 2026 in Review

Frederick Financial Consultants increased its iShares International Select Dividend ETF (IDV) stake by 2.6% in Q1 2026, buying an estimated $14.3K and bringing the position to 13,383 shares worth $570K. The position accounts for 0.28% of the portfolio, ranked #55.

Frederick Financial Consultants first reported a position in IDV in Q4 2024 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Frederick Financial Consultants held 13,383 shares of iShares International Select Dividend ETF worth $570K as of Q1 2026.
Frederick Financial Consultants bought 340 iShares International Select Dividend ETF shares in Q1 2026, an estimated $14.3K.
iShares International Select Dividend ETF made up 0.28% of Frederick Financial Consultants's portfolio in Q1 2026, its #55 holding.
Frederick Financial Consultants first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.