Mezzasalma Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Mezzasalma 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	$459K	Buy	10,785 +49	+0.5%	+$2.06K	0.12%	104
2025 Q4	$429K	Buy	10,736 +151	+1%	+$5.72K	0.1%	112
2025 Q3	$387K	Buy	10,585 +103	+1%	+$3.71K	0.1%	115
2025 Q2	$362K	Buy	10,482 +223	+2%	+$7.28K	0.11%	107
2025 Q1	$318K	Buy	10,259 +58	+0.6%	+$1.7K	0.11%	112
2024 Q4	$279K	Buy	+10,201	New	+$292K	0.09%	118

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

Mezzasalma Advisors's IDV Position: Q1 2026 in Review

Mezzasalma Advisors increased its iShares International Select Dividend ETF (IDV) stake by 0.46% in Q1 2026, buying an estimated $2.06K and bringing the position to 10,785 shares worth $459K. The position accounts for 0.12% of the portfolio, ranked #104.

Mezzasalma Advisors first reported a position in IDV in Q4 2024 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Mezzasalma Advisors held 10,785 shares of iShares International Select Dividend ETF worth $459K as of Q1 2026.
Mezzasalma Advisors bought 49 iShares International Select Dividend ETF shares in Q1 2026, an estimated $2.06K.
iShares International Select Dividend ETF made up 0.12% of Mezzasalma Advisors's portfolio in Q1 2026, its #104 holding.
Mezzasalma Advisors first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.