Measured Wealth Private Client Group’s iShares International Select Dividend ETF IDV Stock Holding History

Measured Wealth Private Client Group’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	$107K	Hold	2,591	–	–	0.03%	243
2026 Q1	$110K	Hold	2,591	–	–	0.03%	228
2025 Q4	$102K	Hold	2,591	–	–	0.03%	245
2025 Q3	$94.7K	Buy	+2,591	New	+$93.2K	0.03%	248

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

Measured Wealth Private Client Group's IDV Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 2,591 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #243.

Measured Wealth Private Client Group first reported a position in IDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $110K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Measured Wealth Private Client Group held 2,591 shares of iShares International Select Dividend ETF worth $107K as of Q2 2026.
Measured Wealth Private Client Group left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.03% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #243 holding.
Measured Wealth Private Client Group first reported a position in iShares International Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
Measured Wealth Private Client Group's iShares International Select Dividend ETF position peaked at $110K in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.