Mount Yale Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Mount Yale Investment Advisors’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	$600K	Buy	+14,102	New	+$593K	0.01%	666

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mount Yale Investment Advisors's IDV Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares International Select Dividend ETF (IDV) in Q1 2026: 14,102 shares worth $600K. The stake represents 0.01% of the portfolio and ranks #666 among its holdings.

604 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Mount Yale Investment Advisors held 14,102 shares of iShares International Select Dividend ETF worth $600K as of Q1 2026.
iShares International Select Dividend ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares International Select Dividend ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #666 holding.
604 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.