Kestra Private Wealth Services’s iShares International Select Dividend ETF IDV Stock Holding History

Kestra Private Wealth 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	$364K	Sell	8,563 -952	-10%	-$40K	﹤0.01%	1359
2025 Q4	$375K	Buy	9,515 +49	+0.5%	+$1.86K	﹤0.01%	1317
2025 Q3	$346K	Buy	9,466 +1,274	+16%	+$45.8K	﹤0.01%	1287
2025 Q2	$283K	Sell	8,192 -224	-3%	-$7.31K	﹤0.01%	1315
2025 Q1	$261K	Sell	8,416 -231	-3%	-$6.78K	﹤0.01%	1263
2024 Q4	$237K	Sell	8,647 -3,545	-29%	-$102K	﹤0.01%	1238
2024 Q3	$369K	Buy	12,192 +3	+0%	+$87	0.01%	1007
2024 Q2	$337K	Sell	12,189 -1,557	-11%	-$44.2K	0.01%	993
2024 Q1	$385K	Sell	13,746 -556	-4%	-$15.4K	0.01%	911
2023 Q4	$400K	Sell	14,302 -6,259	-30%	-$163K	0.01%	823
2023 Q3	$522K	Sell	20,561 -1,541	-7%	-$40.8K	0.02%	646
2023 Q2	$582K	Buy	22,102 +11,450	+107%	+$312K	0.02%	588
2023 Q1	$293K	Buy	10,652 +1,755	+20%	+$49.4K	0.01%	784
2022 Q4	$242K	Buy	+8,897	New	+$226K	0.01%	735
2022 Q2	–	Sell	-7,157	Closed	-$227K	–	966
2022 Q1	$227K	Buy	7,157 +507	+8%	+$16.2K	0.01%	844
2021 Q4	$207K	Buy	+6,650	New	+$206K	0.01%	893

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

Kestra Private Wealth Services's IDV Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares International Select Dividend ETF (IDV) stake by 10% in Q1 2026, selling an estimated $40K and leaving 8,563 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Kestra Private Wealth Services first reported a position in IDV in Q4 2021 and has held it in 16 quarters since. The position peaked at $582K in Q2 2023. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Kestra Private Wealth Services held 8,563 shares of iShares International Select Dividend ETF worth $364K as of Q1 2026.
Kestra Private Wealth Services sold 952 iShares International Select Dividend ETF shares in Q1 2026, an estimated $40K.
iShares International Select Dividend ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1359 holding.
Kestra Private Wealth Services first reported a position in iShares International Select Dividend ETF in Q4 2021 and has held it in 16 quarters since.
Kestra Private Wealth Services's iShares International Select Dividend ETF position peaked at $582K in Q2 2023.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.