Moneta Group Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $572K | Sell |
13,812
-33,934
| -71% | -$1.49M | ﹤0.01% | 514 |
|
|
2026
Q1 | $2.03M | Sell |
47,746
-1,669
| -3% | -$70.1K | 0.02% | 265 |
|
|
2025
Q4 | $1.95M | Buy |
49,415
+32,912
| +199% | +$1.25M | 0.01% | 268 |
|
|
2025
Q3 | $603K | Buy |
16,503
+489
| +3% | +$17.6K | ﹤0.01% | 445 |
|
|
2025
Q2 | $553K | Buy |
16,014
+420
| +3% | +$13.7K | 0.01% | 417 |
|
|
2025
Q1 | $484K | Buy |
15,594
+5
| +0% | +$147 | 0.01% | 424 |
|
|
2024
Q4 | $427K | Sell |
15,589
-1,175
| -7% | -$33.7K | 0.01% | 438 |
|
|
2024
Q3 | $507K | Sell |
16,764
-2,633
| -14% | -$76.7K | 0.01% | 403 |
|
|
2024
Q2 | $537K | Sell |
19,397
-1,606
| -8% | -$45.6K | 0.01% | 378 |
|
|
2024
Q1 | $589K | Sell |
21,003
-2,977
| -12% | -$82.2K | 0.01% | 343 |
|
|
2023
Q4 | $671K | Sell |
23,980
-537
| -2% | -$14K | 0.01% | 289 |
|
|
2023
Q3 | $623K | Sell |
24,517
-45,314
| -65% | -$1.2M | 0.01% | 279 |
|
|
2023
Q2 | $1.84M | Buy |
69,831
+2,619
| +4% | +$71.5K | 0.04% | 172 |
|
|
2023
Q1 | $1.85M | Buy |
67,212
+715
| +1% | +$20.1K | 0.04% | 166 |
|
|
2022
Q4 | $1.93M | Sell |
66,497
-18,013
| -21% | -$457K | 0.05% | 146 |
|
|
2022
Q3 | $1.9M | Buy |
84,510
+12,271
| +17% | +$323K | 0.07% | 138 |
|
|
2022
Q2 | $1.96M | Sell |
72,239
-3,706
| -5% | -$112K | 0.07% | 142 |
|
|
2022
Q1 | $2.41M | Sell |
75,945
-1,893
| -2% | -$60.6K | 0.09% | 123 |
|
|
2021
Q4 | $2.43M | Sell |
77,838
-867,724
| -92% | -$26.8M | 0.1% | 126 |
|
|
2021
Q3 | $28.8M | Sell |
945,562
-73,666
| -7% | -$2.37M | 1.33% | 19 |
|
|
2021
Q2 | $33M | Sell |
1,019,228
-61,776
| -6% | -$2.04M | 1.52% | 18 |
|
|
2021
Q1 | $34M | Sell |
1,081,004
-542,002
| -33% | -$16.8M | 1.8% | 16 |
|
|
2020
Q4 | $47.8M | Sell |
1,623,006
-14,178
| -0.9% | -$388K | 3.44% | 3 |
|
|
2020
Q3 | $40.8M | Sell |
1,637,184
-13,214
| -0.8% | -$343K | 3.55% | 3 |
|
|
2020
Q2 | $41.5M | Sell |
1,650,398
-54,514
| -3% | -$1.31M | 3.93% | 3 |
|
|
2020
Q1 | $38.5M | Sell |
1,704,912
-1,129,911
| -40% | -$34.1M | 4.01% | 4 |
|
|
2019
Q4 | $95.2M | Buy |
2,834,823
+94,127
| +3% | +$3.02M | 7.98% | 1 |
|
|
2019
Q3 | $84.2M | Sell |
2,740,696
-627,728
| -19% | -$19M | 7.88% | 1 |
|
|
2019
Q2 | $103M | Buy |
3,368,424
+57,050
| +2% | +$1.77M | 10.2% | 1 |
|
|
2019
Q1 | $102M | Buy |
3,311,374
+944,324
| +40% | +$29.1M | 10.68% | 1 |
|
|
2018
Q4 | $68M | Sell |
2,367,050
-623,178
| -21% | -$19.1M | 8.1% | 1 |
|
|
2018
Q3 | $97.6M | Buy |
2,990,228
+299,513
| +11% | +$9.8M | 9.98% | 1 |
|
|
2018
Q2 | $86.2M | Buy |
2,690,715
+377,088
| +16% | +$12.6M | 9.61% | 1 |
|
|
2018
Q1 | $76.4M | Buy |
2,313,627
+113,094
| +5% | +$3.85M | 10.17% | 2 |
|
|
2017
Q4 | $74.4M | Buy |
2,200,533
+42,154
| +2% | +$1.41M | 11.25% | 1 |
|
|
2017
Q3 | $72.9M | Buy |
2,158,379
+79,500
| +4% | +$2.66M | 11.32% | 1 |
|
|
2017
Q2 | $68M | Buy |
2,078,879
+21,139
| +1% | +$685K | 11.08% | 1 |
|
|
2017
Q1 | $64.7M | Buy |
2,057,740
+129,725
| +7% | +$4M | 12.83% | 1 |
|
|
2016
Q4 | $57M | Buy |
1,928,015
+188,888
| +11% | +$5.52M | 11.68% | 1 |
|
|
2016
Q3 | $52.1M | Buy |
1,739,127
+56,607
| +3% | +$1.67M | 11.83% | 2 |
|
|
2016
Q2 | $48.2M | Buy |
1,682,520
+37,154
| +2% | +$1.08M | 10.54% | 1 |
|
|
2016
Q1 | $47.7M | Buy |
1,645,366
+90,817
| +6% | +$2.5M | 10.6% | 1 |
|
|
2015
Q4 | $44.6M | Buy |
1,554,549
+1,550,014
| +34,179% | +$45.7M | 10.97% | 1 |
|
|
2015
Q3 | $128K | Buy |
+4,535
| New | +$139K | 0.04% | 161 |
|
Other funds holding IDV
Moneta Group Investment Advisors's IDV Position: Q2 2026 in Review
Moneta Group Investment Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 71% in Q2 2026, selling an estimated $1.49M and leaving 13,812 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #514.
Moneta Group Investment Advisors first reported a position in IDV in Q3 2015 and has held it in 44 quarters since. The position peaked at $103M in Q2 2019. 624 funds tracked by Wall St. Rank hold IDV as of Q2 2026.
- Moneta Group Investment Advisors held 13,812 shares of iShares International Select Dividend ETF worth $572K as of Q2 2026.
- Moneta Group Investment Advisors sold 33,934 iShares International Select Dividend ETF shares in Q2 2026, an estimated $1.49M.
- iShares International Select Dividend ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #514 holding.
- Moneta Group Investment Advisors first reported a position in iShares International Select Dividend ETF in Q3 2015 and has held it in 44 quarters since.
- Moneta Group Investment Advisors's iShares International Select Dividend ETF position peaked at $103M in Q2 2019.
- 624 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.