HC Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

HC 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 Q1	$292K	Sell	6,850 -1,020	-13%	-$42.9K	0.2%	45
2025 Q4	$310K	Hold	7,870	–	–	0.21%	43
2025 Q3	$288K	Hold	7,870	–	–	0.2%	46
2025 Q2	$272K	Buy	+7,870	New	+$257K	0.19%	47
2025 Q1	–	Sell	-10,505	Closed	-$288K	–	64
2024 Q4	$288K	Buy	10,505 +1,950	+23%	+$55.9K	0.23%	44
2024 Q3	$259K	Hold	8,555	–	–	0.21%	44
2024 Q2	$237K	Sell	8,555 -485	-5%	-$13.8K	0.22%	43
2024 Q1	$253K	Buy	9,040 +705	+8%	+$19.5K	0.12%	78
2023 Q4	$233K	Hold	8,335	–	–	0.13%	80
2023 Q3	$212K	Buy	+8,335	New	+$221K	0.13%	75

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

HC Advisors's IDV Position: Q1 2026 in Review

HC Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 13% in Q1 2026, selling an estimated $42.9K and leaving 6,850 shares worth $292K. The position accounts for 0.2% of the portfolio, ranked #45.

HC Advisors first reported a position in IDV in Q3 2023 and has held it in 10 quarters since. The position peaked at $310K in Q4 2025. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

HC Advisors held 6,850 shares of iShares International Select Dividend ETF worth $292K as of Q1 2026.
HC Advisors sold 1,020 iShares International Select Dividend ETF shares in Q1 2026, an estimated $42.9K.
iShares International Select Dividend ETF made up 0.2% of HC Advisors's portfolio in Q1 2026, its #45 holding.
HC Advisors first reported a position in iShares International Select Dividend ETF in Q3 2023 and has held it in 10 quarters since.
HC Advisors's iShares International Select Dividend ETF position peaked at $310K in Q4 2025.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.