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Leo Wealth LLC’s iShares International Select Dividend ETF IDV Stock Holding History

Leo Wealth LLC’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 		$500K Buy
11,750
+88
+0.8% +$3.7K 0.04% 269
2025
Q4 		$460K Buy
11,662
+1,842
+19% +$69.8K 0.03% 273
2025
Q3 		$359K Sell
9,820
-453
-4% -$16.3K 0.05% 213
2025
Q2 		$355K Buy
10,273
+848
+9% +$27.7K 0.03% 281
2025
Q1 		$292K Buy
9,425
+51
+0.5% +$1.5K 0.04% 225
2024
Q4 		$257K Sell
9,374
-1
-0% -$29 0.02% 308
2024
Q3 		$283K Buy
9,375
+113
+1% +$3.29K 0.03% 287
2024
Q2 		$256K Buy
9,262
+210
+2% +$5.97K 0.03% 296
2024
Q1 		$254K Sell
9,052
-787
-8% -$21.7K 0.03% 288
2023
Q4 		$275K Buy
+9,839
New +$257K 0.03% 268

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

Leo Wealth LLC's IDV Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares International Select Dividend ETF (IDV) stake by 0.75% in Q1 2026, buying an estimated $3.7K and bringing the position to 11,750 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #269.

Leo Wealth LLC first reported a position in IDV in Q4 2023 and has held it in 10 quarters since. 605 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • Leo Wealth LLC held 11,750 shares of iShares International Select Dividend ETF worth $500K as of Q1 2026.
  • Leo Wealth LLC bought 88 iShares International Select Dividend ETF shares in Q1 2026, an estimated $3.7K.
  • iShares International Select Dividend ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #269 holding.
  • Leo Wealth LLC first reported a position in iShares International Select Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • 605 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.