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

Fusion Family 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	$725K	Hold	17,498	–	–	0.05%	29
2026 Q1	$745K	Hold	17,498	–	–	0.06%	28
2025 Q4	$690K	Hold	17,498	–	–	0.05%	28
2025 Q3	$640K	Hold	17,498	–	–	0.05%	28
2025 Q2	$604K	Hold	17,498	–	–	0.05%	29
2025 Q1	$543K	Buy	17,498 +375	+2%	+$11K	0.05%	29
2024 Q4	$469K	Hold	17,123	–	–	0.04%	30
2024 Q3	$518K	Buy	17,123 +500	+3%	+$14.6K	0.05%	29
2024 Q2	$460K	Buy	16,623 +230	+1%	+$6.54K	0.05%	29
2024 Q1	$460K	Buy	+16,393	New	+$453K	0.05%	29

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

Fusion Family Wealth's IDV Position: Q2 2026 in Review

Fusion Family Wealth held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 17,498 shares worth $725K. The position accounts for 0.05% of the portfolio, ranked #29.

Fusion Family Wealth first reported a position in IDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $745K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Fusion Family Wealth held 17,498 shares of iShares International Select Dividend ETF worth $725K as of Q2 2026.
Fusion Family Wealth left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.05% of Fusion Family Wealth's portfolio in Q2 2026, its #29 holding.
Fusion Family Wealth first reported a position in iShares International Select Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Fusion Family Wealth's iShares International Select Dividend ETF position peaked at $745K in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Fusion Family Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.