Laurel Wealth Advisors (North Carolina)’s iShares International Select Dividend ETF IDV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q2	–	Sell	-300	Closed	-$9.31K	–	410
2025 Q1	$9.31K	Hold	300	–	–	﹤0.01%	483
2024 Q4	$8.21K	Buy	+300	New	+$8.59K	﹤0.01%	503
2022 Q2	–	Sell	-79	Closed	-$3K	–	663
2022 Q1	$3K	Buy	79 +1	+1%	+$32	﹤0.01%	545
2021 Q4	$2K	Hold	78	–	–	﹤0.01%	584
2021 Q3	$2K	Hold	78	–	–	﹤0.01%	593
2021 Q2	$3K	Hold	78	–	–	﹤0.01%	612
2021 Q1	$2K	Hold	78	–	–	﹤0.01%	603
2020 Q4	$2K	Hold	78	–	–	﹤0.01%	545
2020 Q3	$2K	Hold	78	–	–	﹤0.01%	479
2020 Q2	$2K	Hold	78	–	–	﹤0.01%	469
2020 Q1	$2K	Buy	78 +3	+4%	+$90	﹤0.01%	470
2019 Q4	$3K	Buy	75 +1	+1%	+$32	﹤0.01%	474
2019 Q3	$2K	Hold	74	–	–	﹤0.01%	475
2019 Q2	$2K	Buy	74 +2	+3%	+$62	﹤0.01%	482
2019 Q1	$2K	Buy	+72	New	+$2.22K	﹤0.01%	458

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IDV Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares International Select Dividend ETF (IDV) in Q2 2025, closing a stake of 300 shares — an estimated $9.31K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IDV in Q1 2019 and held it in 15 quarters. The position peaked at $9.31K in Q1 2025. 510 funds tracked by Wall St. Rank hold IDV as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares International Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 300 iShares International Select Dividend ETF shares in Q2 2025, an estimated $9.31K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares International Select Dividend ETF in Q1 2019 and held it in 15 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares International Select Dividend ETF position peaked at $9.31K in Q1 2025.
510 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.