Halbert Hargrove Global Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Halbert Hargrove Global 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
2026 Q2	$144K	Hold	3,486	–	–	0.01%	128
2026 Q1	$148K	Sell	3,486 -290	-8%	-$12.2K	0.01%	115
2025 Q4	$149K	Hold	3,776	–	–	0.01%	112
2025 Q3	$138K	Sell	3,776 -32	-0.8%	-$1.15K	0.01%	121
2025 Q2	$131K	Sell	3,808 -92	-2%	-$3K	0.01%	105
2025 Q1	$121K	Sell	3,900 -45	-1%	-$1.32K	0.01%	110
2024 Q4	$108K	Buy	+3,945	New	+$113K	0.01%	111

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

Halbert Hargrove Global Advisors's IDV Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 3,486 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #128.

Halbert Hargrove Global Advisors first reported a position in IDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $149K in Q4 2025. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Halbert Hargrove Global Advisors held 3,486 shares of iShares International Select Dividend ETF worth $144K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #128 holding.
Halbert Hargrove Global Advisors first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's iShares International Select Dividend ETF position peaked at $149K in Q4 2025.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.