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NFP Retirement Inc’s iShares International Select Dividend ETF IDV Stock Holding History

NFP Retirement Inc’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 		$794K Sell
19,164
-451
-2% -$19.8K 0.04% 166
2026
Q1 		$835K Sell
19,615
-4
-0% -$168 0.05% 155
2025
Q4 		$774K Buy
19,619
+1,972
+11% +$74.7K 0.05% 158
2025
Q3 		$645K Sell
17,647
-1,661
-9% -$59.8K 0.04% 167
2025
Q2 		$666K Buy
19,308
+211
+1% +$6.89K 0.04% 168
2025
Q1 		$592K Buy
19,097
+83
+0.4% +$2.44K 0.05% 163
2024
Q4 		$521K Buy
19,014
+658
+4% +$18.8K 0.04% 181
2024
Q3 		$555K Sell
18,356
-660
-3% -$19.2K 0.04% 178
2024
Q2 		$526K Buy
19,016
+673
+4% +$19.1K 0.04% 179
2024
Q1 		$514K Sell
18,343
-2,421
-12% -$66.9K 0.04% 178
2023
Q4 		$581K Sell
20,764
-3,035
-13% -$79.1K 0.1% 136
2023
Q3 		$604K Sell
23,799
-6,181
-21% -$164K 0.12% 131
2023
Q2 		$789K Buy
29,980
+1,800
+6% +$49.1K 0.15% 104
2023
Q1 		$775K Buy
28,180
+181
+0.6% +$5.1K 0.15% 111
2022
Q4 		$760K Buy
27,999
+1,836
+7% +$46.6K 0.17% 108
2022
Q3 		$589K Buy
26,163
+3,111
+13% +$81.9K 0.15% 122
2022
Q2 		$626K Buy
23,052
+3,203
+16% +$96.5K 0.16% 113
2022
Q1 		$630K Buy
19,849
+1,804
+10% +$57.7K 0.15% 113
2021
Q4 		$563K Buy
18,045
+403
+2% +$12.5K 0.2% 76
2021
Q3 		$537K Buy
17,642
+97
+0.6% +$3.12K 0.22% 78
2021
Q2 		$568K Buy
17,545
+263
+2% +$8.67K 0.22% 73
2021
Q1 		$544K Buy
17,282
+7,861
+83% +$244K 0.24% 69
2020
Q4 		$278K Buy
9,421
+1,250
+15% +$34.2K 0.17% 96
2020
Q3 		$204K Buy
8,171
+64
+0.8% +$1.66K 0.13% 106
2020
Q2 		$204K Buy
+8,107
New +$195K 0.15% 98

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

NFP Retirement Inc's IDV Position: Q2 2026 in Review

NFP Retirement Inc reduced its iShares International Select Dividend ETF (IDV) stake by 2.3% in Q2 2026, selling an estimated $19.8K and leaving 19,164 shares worth $794K. The position accounts for 0.04% of the portfolio, ranked #166.

NFP Retirement Inc first reported a position in IDV in Q2 2020 and has held it in 25 quarters since. The position peaked at $835K in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • NFP Retirement Inc held 19,164 shares of iShares International Select Dividend ETF worth $794K as of Q2 2026.
  • NFP Retirement Inc sold 451 iShares International Select Dividend ETF shares in Q2 2026, an estimated $19.8K.
  • iShares International Select Dividend ETF made up 0.04% of NFP Retirement Inc's portfolio in Q2 2026, its #166 holding.
  • NFP Retirement Inc first reported a position in iShares International Select Dividend ETF in Q2 2020 and has held it in 25 quarters since.
  • NFP Retirement Inc's iShares International Select Dividend ETF position peaked at $835K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.