Pinnacle Associates’s iShares International Select Dividend ETF IDV Stock Holding History

Pinnacle Associates’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 Q1	$324K	Buy	7,612 +100	+1%	+$4.2K	﹤0.01%	775
2025 Q4	$296K	Sell	7,512 -25	-0.3%	-$947	﹤0.01%	790
2025 Q3	$275K	Sell	7,537 -23	-0.3%	-$828	﹤0.01%	771
2025 Q2	$261K	Buy	7,560 +528	+8%	+$17.2K	﹤0.01%	773
2025 Q1	$218K	Buy	+7,032	New	+$206K	﹤0.01%	778
2022 Q1	–	Sell	-6,550	Closed	-$204K	–	799
2021 Q4	$204K	Buy	+6,550	New	+$203K	﹤0.01%	758
2021 Q3	–	Sell	-6,550	Closed	-$212K	–	770
2021 Q2	$212K	Hold	6,550	–	–	﹤0.01%	723
2021 Q1	$206K	Buy	+6,550	New	+$203K	﹤0.01%	703
2020 Q4	–	Sell	-8,769	Closed	-$219K	–	709
2020 Q3	$219K	Hold	8,769	–	–	0.01%	623
2020 Q2	$220K	Buy	+8,769	New	+$211K	0.01%	616
2020 Q1	–	Sell	-11,094	Closed	-$372K	–	687
2019 Q4	$372K	Buy	11,094 +1,212	+12%	+$38.9K	0.01%	574
2019 Q3	$304K	Sell	9,882 -5,050	-34%	-$152K	0.01%	599
2019 Q2	$459K	Sell	14,932 -150	-1%	-$4.65K	0.01%	544
2019 Q1	$465K	Buy	15,082 +500	+3%	+$15.4K	0.01%	541
2018 Q4	$419K	Buy	14,582 +2,325	+19%	+$71.3K	0.01%	542
2018 Q3	$400K	Buy	+12,257	New	+$401K	0.01%	549

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Associates's IDV Position: Q1 2026 in Review

Pinnacle Associates increased its iShares International Select Dividend ETF (IDV) stake by 1.3% in Q1 2026, buying an estimated $4.2K and bringing the position to 7,612 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Pinnacle Associates first reported a position in IDV in Q3 2018 and has held it in 16 quarters since. The position peaked at $465K in Q1 2019. 602 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Pinnacle Associates held 7,612 shares of iShares International Select Dividend ETF worth $324K as of Q1 2026.
Pinnacle Associates bought 100 iShares International Select Dividend ETF shares in Q1 2026, an estimated $4.2K.
iShares International Select Dividend ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #775 holding.
Pinnacle Associates first reported a position in iShares International Select Dividend ETF in Q3 2018 and has held it in 16 quarters since.
Pinnacle Associates's iShares International Select Dividend ETF position peaked at $465K in Q1 2019.
602 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.