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Monterey Private Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Monterey Private Wealth’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
Q1 		$601K Hold
19,365
– – 0.18% 56
2024
Q4 		$530K Buy
+19,365
New +$555K 0.17% 58

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Monterey Private Wealth's IDV Position: Q1 2025 in Review

Monterey Private Wealth held its iShares International Select Dividend ETF (IDV) position steady in Q1 2025 at 19,365 shares worth $601K. The position accounts for 0.18% of the portfolio, ranked #56.

Monterey Private Wealth first reported a position in IDV in Q4 2024 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold IDV as of Q1 2025.

  • Monterey Private Wealth held 19,365 shares of iShares International Select Dividend ETF worth $601K as of Q1 2025.
  • Monterey Private Wealth left its iShares International Select Dividend ETF share count unchanged in Q1 2025.
  • iShares International Select Dividend ETF made up 0.18% of Monterey Private Wealth's portfolio in Q1 2025, its #56 holding.
  • Monterey Private Wealth first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.