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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
Q2 		$333K Sell
8,029
-6,073
-43% -$266K 0.01% 941
2026
Q1 		$600K Buy
+14,102
New +$593K 0.01% 666

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 22.9% 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

Mount Yale Investment Advisors's IDV Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 43% in Q2 2026, selling an estimated $266K and leaving 8,029 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #941.

Mount Yale Investment Advisors first reported a position in IDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $600K in Q1 2026. 630 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Mount Yale Investment Advisors held 8,029 shares of iShares International Select Dividend ETF worth $333K as of Q2 2026.
  • Mount Yale Investment Advisors sold 6,073 iShares International Select Dividend ETF shares in Q2 2026, an estimated $266K.
  • iShares International Select Dividend ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #941 holding.
  • Mount Yale Investment Advisors first reported a position in iShares International Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's iShares International Select Dividend ETF position peaked at $600K in Q1 2026.
  • 630 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.