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HM Payson & Co’s iShares International Select Dividend ETF IDV Stock Holding History

HM Payson & Co’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 		– Sell
-2,000
Closed -$78.9K – 1169
2025
Q4 		$78.9K Buy
+2,000
New +$75.8K ﹤0.01% 607

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HM Payson & Co's IDV Position: Q1 2026 in Review

HM Payson & Co sold out of iShares International Select Dividend ETF (IDV) in Q1 2026, closing a stake of 2,000 shares — an estimated $78.9K sold.

HM Payson & Co first reported a position in IDV in Q4 2025 and held it in 1 quarter. The position peaked at $78.9K in Q4 2025. 606 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • HM Payson & Co reported no remaining iShares International Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • HM Payson & Co sold 2,000 iShares International Select Dividend ETF shares in Q1 2026, an estimated $78.9K.
  • HM Payson & Co first reported a position in iShares International Select Dividend ETF in Q4 2025 and held it in 1 quarter.
  • HM Payson & Co's iShares International Select Dividend ETF position peaked at $78.9K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.