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Morris Financial Concepts’s iShares International Select Dividend ETF IDV Stock Holding History

Morris Financial Concepts’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
Q2 		$78.9K Sell
1,904
-72
-4% -$3.15K 0.02% 150
2026
Q1 		$84.1K Sell
1,976
-232
-11% -$9.75K 0.03% 147
2025
Q4 		$87.1K Sell
2,208
-3
-0.1% -$114 0.03% 145
2025
Q3 		$80.8K Hold
2,211
– – 0.03% 148
2025
Q2 		$76.3K Sell
2,211
-157
-7% -$5.13K 0.03% 147
2025
Q1 		$73.5K Buy
2,368
+120
+5% +$3.52K 0.03% 147
2024
Q4 		$61.5K Sell
2,248
-27
-1% -$773 0.03% 141
2024
Q3 		$68.8K Buy
2,275
+200
+10% +$5.83K 0.03% 142
2024
Q2 		$57.4K Buy
2,075
+209
+11% +$5.94K 0.03% 118
2024
Q1 		$52.3K Sell
1,866
-2,321
-55% -$64.1K 0.03% 119
2023
Q4 		$117K Buy
4,187
+1,189
+40% +$31K 0.07% 106
2023
Q3 		$76.1K Hold
2,998
– – 0.05% 98
2023
Q2 		$78.9K Buy
2,998
+52
+2% +$1.42K 0.05% 99
2023
Q1 		$81K Sell
2,946
-289
-9% -$8.14K 0.06% 97
2022
Q4 		$87.9K Buy
+3,235
New +$82K 0.07% 87

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morris Financial Concepts's IDV Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares International Select Dividend ETF (IDV) stake by 3.6% in Q2 2026, selling an estimated $3.15K and leaving 1,904 shares worth $78.9K. The position accounts for 0.02% of the portfolio, ranked #150.

Morris Financial Concepts first reported a position in IDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $117K in Q4 2023. 630 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Morris Financial Concepts held 1,904 shares of iShares International Select Dividend ETF worth $78.9K as of Q2 2026.
  • Morris Financial Concepts sold 72 iShares International Select Dividend ETF shares in Q2 2026, an estimated $3.15K.
  • iShares International Select Dividend ETF made up 0.02% of Morris Financial Concepts's portfolio in Q2 2026, its #150 holding.
  • Morris Financial Concepts first reported a position in iShares International Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • Morris Financial Concepts's iShares International Select Dividend ETF position peaked at $117K in Q4 2023.
  • 630 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.