Modera Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Modera Wealth 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
2026 Q1	–	Sell	-10,053	Closed	-$397K	–	649
2025 Q4	$397K	Hold	10,053	–	–	﹤0.01%	495
2025 Q3	$367K	Hold	10,053	–	–	﹤0.01%	504
2025 Q2	$347K	Hold	10,053	–	–	﹤0.01%	507
2025 Q1	$312K	Buy	+10,053	New	+$295K	﹤0.01%	508

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Modera Wealth Management's IDV Position: Q1 2026 in Review

Modera Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2026, closing a stake of 10,053 shares — an estimated $397K sold.

Modera Wealth Management first reported a position in IDV in Q1 2025 and held it in 4 quarters. The position peaked at $397K in Q4 2025. 607 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Modera Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Modera Wealth Management sold 10,053 iShares International Select Dividend ETF shares in Q1 2026, an estimated $397K.
Modera Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2025 and held it in 4 quarters.
Modera Wealth Management's iShares International Select Dividend ETF position peaked at $397K in Q4 2025.
607 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.