Michels Family Financial’s iShares International Select Dividend ETF IDV Stock Holding History

Michels Family Financial’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	$610K	Buy	14,724 +188	+1%	+$8.23K	0.39%	80
2026 Q1	$619K	Sell	14,536 -35	-0.2%	-$1.47K	0.45%	75
2025 Q4	$575K	Buy	14,571 +80	+0.6%	+$3.03K	0.42%	78
2025 Q3	$530K	Sell	14,491 -310	-2%	-$11.2K	0.41%	80
2025 Q2	$511K	Buy	14,801 +257	+2%	+$8.39K	0.44%	82
2025 Q1	$451K	Sell	14,544 -41	-0.3%	-$1.2K	0.41%	85
2024 Q4	$399K	Buy	+14,585	New	+$418K	0.37%	90

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 22.9% 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

Michels Family Financial's IDV Position: Q2 2026 in Review

Michels Family Financial increased its iShares International Select Dividend ETF (IDV) stake by 1.3% in Q2 2026, buying an estimated $8.23K and bringing the position to 14,724 shares worth $610K. The position accounts for 0.39% of the portfolio, ranked #80.

Michels Family Financial first reported a position in IDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $619K in Q1 2026. 630 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Michels Family Financial held 14,724 shares of iShares International Select Dividend ETF worth $610K as of Q2 2026.
Michels Family Financial bought 188 iShares International Select Dividend ETF shares in Q2 2026, an estimated $8.23K.
iShares International Select Dividend ETF made up 0.39% of Michels Family Financial's portfolio in Q2 2026, its #80 holding.
Michels Family Financial first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Michels Family Financial's iShares International Select Dividend ETF position peaked at $619K in Q1 2026.
630 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.