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 Q2	$398K	Buy	9,600 +2,750	+40%	+$120K	0.24%	37
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 $1.55T 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

HC Advisors's IDV Position: Q2 2026 in Review

HC Advisors increased its iShares International Select Dividend ETF (IDV) stake by 40% in Q2 2026, buying an estimated $120K and bringing the position to 9,600 shares worth $398K. The position accounts for 0.24% of the portfolio, ranked #37.

HC Advisors first reported a position in IDV in Q3 2023 and has held it in 11 quarters since. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

HC Advisors held 9,600 shares of iShares International Select Dividend ETF worth $398K as of Q2 2026.
HC Advisors bought 2,750 iShares International Select Dividend ETF shares in Q2 2026, an estimated $120K.
iShares International Select Dividend ETF made up 0.24% of HC Advisors's portfolio in Q2 2026, its #37 holding.
HC Advisors first reported a position in iShares International Select Dividend ETF in Q3 2023 and has held it in 11 quarters since.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.