Insigneo Advisory Services’s iShares International Select Dividend ETF IDV Stock Holding History

Insigneo Advisory Services’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	-6,243	Closed	-$246K	–	791
2025 Q4	$246K	Hold	6,243	–	–	0.02%	581
2025 Q3	$228K	Buy	6,243 +103	+2%	+$3.71K	0.02%	597
2025 Q2	$212K	Buy	+6,140	New	+$200K	0.02%	555
2023 Q4	–	Sell	-9,701	Closed	-$251K	–	443
2023 Q3	$251K	Buy	+9,701	New	+$257K	0.05%	316

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

Insigneo Advisory Services's IDV Position: Q1 2026 in Review

Insigneo Advisory Services sold out of iShares International Select Dividend ETF (IDV) in Q1 2026, closing a stake of 6,243 shares — an estimated $246K sold.

Insigneo Advisory Services first reported a position in IDV in Q3 2023 and held it in 4 quarters. The position peaked at $251K in Q3 2023. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Insigneo Advisory Services reported no remaining iShares International Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 6,243 iShares International Select Dividend ETF shares in Q1 2026, an estimated $246K.
Insigneo Advisory Services first reported a position in iShares International Select Dividend ETF in Q3 2023 and held it in 4 quarters.
Insigneo Advisory Services's iShares International Select Dividend ETF position peaked at $251K in Q3 2023.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.