&Partners’s iShares International Select Dividend ETF IDV Stock Holding History

&Partners’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	$20.7M	Buy	499,347 +30,867	+7%	+$1.35M	0.09%	214
2026 Q1	$20M	Buy	468,480 +206,688	+79%	+$8.69M	0.1%	192
2025 Q4	$10.3M	Buy	261,792 +21,507	+9%	+$815K	0.05%	303
2025 Q3	$8.79M	Buy	240,285 +20,481	+9%	+$737K	0.06%	294
2025 Q2	$7.58M	Buy	219,804 +41,908	+24%	+$1.37M	0.06%	278
2025 Q1	$5.55M	Sell	177,896 -22,853	-11%	-$671K	0.06%	277
2024 Q4	$5.51M	Buy	200,749 +44,318	+28%	+$1.27M	0.07%	260
2024 Q3	$4.73M	Buy	156,431 +137,421	+723%	+$4M	0.09%	212
2024 Q2	$530K	Buy	+19,010	New	+$540K	0.02%	518

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

&Partners's IDV Position: Q2 2026 in Review

&Partners increased its iShares International Select Dividend ETF (IDV) stake by 6.6% in Q2 2026, buying an estimated $1.35M and bringing the position to 499,347 shares worth $20.7M. The position accounts for 0.09% of the portfolio, ranked #214.

&Partners first reported a position in IDV in Q2 2024 and has held it in 9 quarters since. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

&Partners held 499,347 shares of iShares International Select Dividend ETF worth $20.7M as of Q2 2026.
&Partners bought 30,867 iShares International Select Dividend ETF shares in Q2 2026, an estimated $1.35M.
iShares International Select Dividend ETF made up 0.09% of &Partners's portfolio in Q2 2026, its #214 holding.
&Partners first reported a position in iShares International Select Dividend ETF in Q2 2024 and has held it in 9 quarters since.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.