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Hemington Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Hemington Wealth Management’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 		$54K Hold
1,504
– – 0.01% 335
2025
Q2 		$51K Hold
1,504
– – 0.01% 339
2025
Q1 		$46K Hold
1,504
– – 0.01% 338
2024
Q4 		$41K Hold
1,504
– – 0.01% 350
2024
Q3 		$43K Buy
+1,504
New +$43.8K 0.01% 324

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Hemington Wealth Management's IDV Position: Q3 2025 in Review

Hemington Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q3 2025 at 1,504 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #335.

Hemington Wealth Management first reported a position in IDV in Q3 2024 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold IDV as of Q3 2025.

  • Hemington Wealth Management held 1,504 shares of iShares International Select Dividend ETF worth $54K as of Q3 2025.
  • Hemington Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q3 2025.
  • iShares International Select Dividend ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #335 holding.
  • Hemington Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2024 and has held it in 5 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.