Oxinas Partners Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Oxinas Partners Wealth Management’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	$935K	Sell	22,568 -2,227	-9%	-$97.5K	0.37%	59
2026 Q1	$1.06M	Buy	24,795 +556	+2%	+$23.4K	0.48%	50
2025 Q4	$956K	Buy	24,239 +425	+2%	+$16.1K	0.46%	50
2025 Q3	$870K	Sell	23,814 -410	-2%	-$14.8K	0.47%	51
2025 Q2	$836K	Buy	24,224 +10,750	+80%	+$351K	0.43%	56
2025 Q1	$418K	Buy	13,474 +104	+0.8%	+$3.05K	0.25%	81
2024 Q4	$366K	Sell	13,370 -1,115	-8%	-$31.9K	0.21%	84
2024 Q3	$438K	Sell	14,485 -19,765	-58%	-$576K	0.27%	75
2024 Q2	$948K	Sell	34,250 -544	-2%	-$15.5K	0.63%	44
2024 Q1	$976K	Buy	34,794 +3,281	+10%	+$90.6K	0.63%	40
2023 Q4	$882K	Sell	31,513 -1,921	-6%	-$50.1K	0.63%	38
2023 Q3	$849K	Sell	33,434 -1,408	-4%	-$37.3K	0.63%	40
2023 Q2	$917K	Buy	34,842 +120	+0.3%	+$3.27K	0.6%	44
2023 Q1	$955K	Buy	+34,722	New	+$978K	0.69%	42
2022 Q3	–	Sell	-15,196	Closed	-$413K	–	92
2022 Q2	$413K	Sell	15,196 -15,172	-50%	-$457K	0.31%	62
2022 Q1	$964K	Buy	30,368 +23,010	+313%	+$736K	0.6%	42
2021 Q4	$229K	Buy	+7,358	New	+$228K	0.13%	127

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Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM