Midwest Trust’s iShares International Select Dividend ETF IDV Stock Holding History

Midwest Trust’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	$2.35M	Buy	56,693 +3,552	+7%	+$156K	0.03%	287
2026 Q1	$2.26M	Buy	53,141 +2,594	+5%	+$109K	0.03%	277
2025 Q4	$1.99M	Buy	50,547 +6,774	+15%	+$257K	0.02%	284
2025 Q3	$1.6M	Buy	43,773 +648	+2%	+$23.3K	0.02%	297
2025 Q2	$1.49M	Buy	+43,125	New	+$1.41M	0.02%	302

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

Midwest Trust's IDV Position: Q2 2026 in Review

Midwest Trust increased its iShares International Select Dividend ETF (IDV) stake by 6.7% in Q2 2026, buying an estimated $156K and bringing the position to 56,693 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #287.

Midwest Trust first reported a position in IDV in Q2 2025 and has held it in 5 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Midwest Trust held 56,693 shares of iShares International Select Dividend ETF worth $2.35M as of Q2 2026.
Midwest Trust bought 3,552 iShares International Select Dividend ETF shares in Q2 2026, an estimated $156K.
iShares International Select Dividend ETF made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #287 holding.
Midwest Trust first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.