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

Gimbal Financial’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
Q3 		$15.4M Buy
421,250
+48,560
+13% +$1.75M 9.25% 6
2025
Q2 		$12.9M Buy
+372,690
New +$12.2M 7.9% 8

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Gimbal Financial's IDV Position: Q3 2025 in Review

Gimbal Financial increased its iShares International Select Dividend ETF (IDV) stake by 13% in Q3 2025, buying an estimated $1.75M and bringing the position to 421,250 shares worth $15.4M. The position accounts for 9.25% of the portfolio, ranked #6.

Gimbal Financial first reported a position in IDV in Q2 2025 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold IDV as of Q3 2025.

  • Gimbal Financial held 421,250 shares of iShares International Select Dividend ETF worth $15.4M as of Q3 2025.
  • Gimbal Financial bought 48,560 iShares International Select Dividend ETF shares in Q3 2025, an estimated $1.75M.
  • iShares International Select Dividend ETF made up 9.25% of Gimbal Financial's portfolio in Q3 2025, its #6 holding.
  • Gimbal Financial first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 2 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.