Marshall & Sterling Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Marshall & Sterling 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 Q1	$21.2K	Sell	499 -200	-29%	-$8.4K	0.01%	195
2025 Q4	$27.6K	Buy	699 +9	+1%	+$341	0.02%	178
2025 Q3	$25.2K	Buy	690 +7	+1%	+$252	0.02%	248
2025 Q2	$23.5K	Buy	683 +17	+3%	+$555	0.02%	244
2025 Q1	$20.7K	Buy	666 +3	+0.5%	+$88	0.01%	250
2024 Q4	$18.1K	Buy	+663	New	+$19K	0.01%	196

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

Marshall & Sterling Wealth Advisors's IDV Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 29% in Q1 2026, selling an estimated $8.4K and leaving 499 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #195.

Marshall & Sterling Wealth Advisors first reported a position in IDV in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.6K in Q4 2025. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Marshall & Sterling Wealth Advisors held 499 shares of iShares International Select Dividend ETF worth $21.2K as of Q1 2026.
Marshall & Sterling Wealth Advisors sold 200 iShares International Select Dividend ETF shares in Q1 2026, an estimated $8.4K.
iShares International Select Dividend ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #195 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Marshall & Sterling Wealth Advisors's iShares International Select Dividend ETF position peaked at $27.6K in Q4 2025.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.