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Moloney Securities Asset Management’s iShares International Select Dividend ETF IDV Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$560K Sell
15,321
-75
-0.5% -$2.7K 0.07% 263
2025
Q2 		$531K Sell
15,396
-101
-0.7% -$3.3K 0.07% 258
2025
Q1 		$481K Buy
15,497
+83
+0.5% +$2.44K 0.07% 260
2024
Q4 		$422K Sell
15,414
-35
-0.2% -$1K 0.06% 290
2024
Q3 		$467K Buy
15,449
+4,091
+36% +$119K 0.06% 290
2024
Q2 		$314K Buy
11,358
+410
+4% +$11.7K 0.05% 340
2024
Q1 		$307K Sell
10,948
-47
-0.4% -$1.3K 0.05% 341
2023
Q4 		$308K Buy
10,995
+274
+3% +$7.14K 0.05% 333
2023
Q3 		$272K Buy
10,721
+1,220
+13% +$32.3K 0.05% 329
2023
Q2 		$250K Sell
9,501
-44
-0.5% -$1.2K 0.04% 340
2023
Q1 		$262K Buy
9,545
+222
+2% +$6.25K 0.05% 339
2022
Q4 		$253K Buy
9,323
+29
+0.3% +$735 0.06% 321
2022
Q3 		$209K Sell
9,294
-185
-2% -$4.87K 0.05% 329
2022
Q2 		$257K Buy
9,479
+198
+2% +$5.96K 0.06% 295
2022
Q1 		$295K Buy
9,281
+597
+7% +$19.1K 0.06% 300
2021
Q4 		$271K Sell
8,684
-26
-0.3% -$804 0.05% 344
2021
Q3 		$265K Buy
8,710
+289
+3% +$9.28K 0.05% 345
2021
Q2 		$273K Buy
+8,421
New +$278K 0.05% 337

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Moloney Securities Asset Management's IDV Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its iShares International Select Dividend ETF (IDV) stake by 0.49% in Q3 2025, selling an estimated $2.7K and leaving 15,321 shares worth $560K. The position accounts for 0.07% of the portfolio, ranked #263.

Moloney Securities Asset Management first reported a position in IDV in Q2 2021 and has held it in 18 quarters since. 516 funds tracked by Wall St. Rank hold IDV as of Q3 2025.

  • Moloney Securities Asset Management held 15,321 shares of iShares International Select Dividend ETF worth $560K as of Q3 2025.
  • Moloney Securities Asset Management sold 75 iShares International Select Dividend ETF shares in Q3 2025, an estimated $2.7K.
  • iShares International Select Dividend ETF made up 0.07% of Moloney Securities Asset Management's portfolio in Q3 2025, its #263 holding.
  • Moloney Securities Asset Management first reported a position in iShares International Select Dividend ETF in Q2 2021 and has held it in 18 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.