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 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 $1.37T 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

Michels Family Financial's IDV Position: Q1 2026 in Review

Michels Family Financial reduced its iShares International Select Dividend ETF (IDV) stake by 0.24% in Q1 2026, selling an estimated $1.47K and leaving 14,536 shares worth $619K. The position accounts for 0.45% of the portfolio, ranked #75.

Michels Family Financial first reported a position in IDV in Q4 2024 and has held it in 6 quarters since. 602 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Michels Family Financial held 14,536 shares of iShares International Select Dividend ETF worth $619K as of Q1 2026.
Michels Family Financial sold 35 iShares International Select Dividend ETF shares in Q1 2026, an estimated $1.47K.
iShares International Select Dividend ETF made up 0.45% of Michels Family Financial's portfolio in Q1 2026, its #75 holding.
Michels Family Financial first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
602 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.