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North Capital’s iShares International Select Dividend ETF IDV Stock Holding History

North Capital’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
2025
Q4 		– Sell
-4,042
Closed -$148K – 372
2025
Q3 		$148K Sell
4,042
-531
-12% -$19.1K 0.11% 111
2025
Q2 		$158K Sell
4,573
-134
-3% -$4.38K 0.14% 96
2025
Q1 		$146K Buy
+4,707
New +$138K 0.14% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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

North Capital's IDV Position: Q4 2025 in Review

North Capital sold out of iShares International Select Dividend ETF (IDV) in Q4 2025, closing a stake of 4,042 shares — an estimated $148K sold.

North Capital first reported a position in IDV in Q1 2025 and held it in 3 quarters. The position peaked at $158K in Q2 2025. 578 funds tracked by Wall St. Rank hold IDV as of Q4 2025.

  • North Capital reported no remaining iShares International Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 4,042 iShares International Select Dividend ETF shares in Q4 2025, an estimated $148K.
  • North Capital first reported a position in iShares International Select Dividend ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's iShares International Select Dividend ETF position peaked at $158K in Q2 2025.
  • 578 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.