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

JFS Wealth 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	$944K	Buy	22,792 +16,182	+245%	+$709K	0.05%	176
2026 Q1	$281K	Buy	+6,610	New	+$278K	0.02%	282
2022 Q1	–	Sell	-3,318	Closed	-$103K	–	1890
2021 Q4	$103K	Buy	+3,318	New	+$103K	0.01%	300

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

JFS Wealth Advisors's IDV Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares International Select Dividend ETF (IDV) stake by 245% in Q2 2026, buying an estimated $709K and bringing the position to 22,792 shares worth $944K. The position accounts for 0.05% of the portfolio, ranked #176.

JFS Wealth Advisors first reported a position in IDV in Q4 2021 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

JFS Wealth Advisors held 22,792 shares of iShares International Select Dividend ETF worth $944K as of Q2 2026.
JFS Wealth Advisors bought 16,182 iShares International Select Dividend ETF shares in Q2 2026, an estimated $709K.
iShares International Select Dividend ETF made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #176 holding.
JFS Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2021 and has held it in 3 quarters since.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.