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

NewEdge 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
2026 Q2	$3.74M	Sell	90,371 -4,433	-5%	-$194K	0.04%	305
2026 Q1	$4.03M	Sell	94,804 -1,210	-1%	-$50.9K	0.05%	268
2025 Q4	$3.79M	Sell	96,014 -2,993	-3%	-$113K	0.04%	300
2025 Q3	$3.69M	Buy	99,007 +169	+0.2%	+$6.08K	0.05%	258
2025 Q2	$3.55M	Buy	98,838 +3,198	+3%	+$104K	0.06%	266
2025 Q1	$2.97M	Sell	95,640 -3,464	-3%	-$102K	0.05%	270
2024 Q4	$2.71M	Buy	99,104 +2,600	+3%	+$74.5K	0.05%	293
2024 Q3	$2.92M	Buy	96,504 +7,312	+8%	+$213K	0.05%	297
2024 Q2	$2.47M	Buy	89,192 +19,210	+27%	+$546K	0.05%	289
2024 Q1	$1.97M	Sell	69,982 -686	-1%	-$18.9K	0.04%	324
2023 Q4	$1.98M	Buy	+70,668	New	+$1.84M	0.05%	301
2023 Q3	–	Sell	-40,412	Closed	-$1.06M	–	657
2023 Q2	$1.06M	Buy	40,412 +575	+1%	+$15.7K	0.04%	341
2023 Q1	$1.1M	Buy	39,837 +4,899	+14%	+$138K	0.04%	298
2022 Q4	$949K	Buy	+34,938	New	+$886K	0.04%	295

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

NewEdge Wealth's IDV Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares International Select Dividend ETF (IDV) stake by 4.7% in Q2 2026, selling an estimated $194K and leaving 90,371 shares worth $3.74M. The position accounts for 0.04% of the portfolio, ranked #305.

NewEdge Wealth first reported a position in IDV in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.03M in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

NewEdge Wealth held 90,371 shares of iShares International Select Dividend ETF worth $3.74M as of Q2 2026.
NewEdge Wealth sold 4,433 iShares International Select Dividend ETF shares in Q2 2026, an estimated $194K.
iShares International Select Dividend ETF made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #305 holding.
NewEdge Wealth first reported a position in iShares International Select Dividend ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Wealth's iShares International Select Dividend ETF position peaked at $4.03M in Q1 2026.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.