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Meritage Portfolio Management’s iShares International Select Dividend ETF IDV Stock Holding History

Meritage Portfolio Management’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
Q4 		$510K Buy
12,923
+573
+5% +$21.7K 0.03% 217
2025
Q3 		$451K Sell
12,350
-111,803
-90% -$4.02M 0.03% 240
2025
Q2 		$4.28M Buy
+124,153
New +$4.05M 0.27% 108

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Meritage Portfolio Management's IDV Position: Q4 2025 in Review

Meritage Portfolio Management increased its iShares International Select Dividend ETF (IDV) stake by 4.6% in Q4 2025, buying an estimated $21.7K and bringing the position to 12,923 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #217.

Meritage Portfolio Management first reported a position in IDV in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.28M in Q2 2025. 578 funds tracked by Wall St. Rank hold IDV as of Q4 2025.

  • Meritage Portfolio Management held 12,923 shares of iShares International Select Dividend ETF worth $510K as of Q4 2025.
  • Meritage Portfolio Management bought 573 iShares International Select Dividend ETF shares in Q4 2025, an estimated $21.7K.
  • iShares International Select Dividend ETF made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #217 holding.
  • Meritage Portfolio Management first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 3 quarters since.
  • Meritage Portfolio Management's iShares International Select Dividend ETF position peaked at $4.28M in Q2 2025.
  • 578 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.