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

MorganRosel 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	-9,083	Closed	-$358K	–	111
2025 Q4	$358K	Hold	9,083	–	–	0.09%	95
2025 Q3	$332K	Hold	9,083	–	–	0.09%	94
2025 Q2	$313K	Sell	9,083 -1,241	-12%	-$40.5K	0.09%	96
2025 Q1	$320K	Sell	10,324 -2,398	-19%	-$70.4K	0.1%	91
2024 Q4	$348K	Buy	+12,722	New	+$364K	0.11%	90
2019 Q3	–	Sell	-6,700	Closed	-$206K	–	77
2019 Q2	$206K	Buy	+6,700	New	+$208K	0.17%	67

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MorganRosel Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2026, closing a stake of 9,083 shares — an estimated $358K sold.

MorganRosel Wealth Management first reported a position in IDV in Q2 2019 and held it in 6 quarters. The position peaked at $358K in Q4 2025. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

MorganRosel Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
MorganRosel Wealth Management sold 9,083 iShares International Select Dividend ETF shares in Q1 2026, an estimated $358K.
MorganRosel Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2019 and held it in 6 quarters.
MorganRosel Wealth Management's iShares International Select Dividend ETF position peaked at $358K in Q4 2025.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.