BFC Planning, Inc.’s iShares International Select Dividend ETF IDV Stock Holding History

BFC Planning, Inc.’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	$756K	Sell	18,241 -5,117	-22%	-$224K	0.03%	474
2026 Q1	$994K	Buy	23,358 +1,623	+7%	+$68.2K	0.04%	362
2025 Q4	$857K	Buy	21,735 +15,732	+262%	+$596K	0.04%	404
2025 Q3	$219K	Buy	6,003 +1,670	+39%	+$60.1K	0.02%	640
2025 Q2	$150K	Buy	4,333 +619	+17%	+$20.2K	0.01%	736
2025 Q1	$115K	Buy	3,714 +102	+3%	+$2.99K	0.01%	812
2024 Q4	$98.9K	Buy	+3,612	New	+$103K	0.01%	879

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 22.9% 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 $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFC Planning, Inc.'s IDV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares International Select Dividend ETF (IDV) stake by 22% in Q2 2026, selling an estimated $224K and leaving 18,241 shares worth $756K. The position accounts for 0.03% of the portfolio, ranked #474.

BFC Planning, Inc. first reported a position in IDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $994K in Q1 2026. 632 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

BFC Planning, Inc. held 18,241 shares of iShares International Select Dividend ETF worth $756K as of Q2 2026.
BFC Planning, Inc. sold 5,117 iShares International Select Dividend ETF shares in Q2 2026, an estimated $224K.
iShares International Select Dividend ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #474 holding.
BFC Planning, Inc. first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares International Select Dividend ETF position peaked at $994K in Q1 2026.
632 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.