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

Outlook Wealth 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	$9.91M	Buy	239,217 +4,483	+2%	+$196K	2.14%	9
2026 Q1	$9.99M	Buy	234,734 +84,511	+56%	+$3.55M	2.42%	7
2025 Q4	$5.93M	Sell	150,223 -1,647	-1%	-$62.4K	1.34%	18
2025 Q3	$5.55M	Buy	151,870 +132,896	+700%	+$4.78M	1.38%	12
2025 Q2	$655K	Buy	18,974 +204	+1%	+$6.66K	0.17%	119
2025 Q1	$582K	Buy	+18,770	New	+$551K	0.16%	123

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

Outlook Wealth Advisors's IDV Position: Q2 2026 in Review

Outlook Wealth Advisors increased its iShares International Select Dividend ETF (IDV) stake by 1.9% in Q2 2026, buying an estimated $196K and bringing the position to 239,217 shares worth $9.91M. The position accounts for 2.14% of the portfolio, ranked #9.

Outlook Wealth Advisors first reported a position in IDV in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.99M in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Outlook Wealth Advisors held 239,217 shares of iShares International Select Dividend ETF worth $9.91M as of Q2 2026.
Outlook Wealth Advisors bought 4,483 iShares International Select Dividend ETF shares in Q2 2026, an estimated $196K.
iShares International Select Dividend ETF made up 2.14% of Outlook Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Outlook Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
Outlook Wealth Advisors's iShares International Select Dividend ETF position peaked at $9.99M in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.