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

Precedent Wealth 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 Q1	$801K	Sell	18,815 -3,045	-14%	-$128K	0.16%	113
2025 Q4	$862K	Sell	21,860 -8,056	-27%	-$305K	0.18%	114
2025 Q3	$1.09M	Sell	29,916 -2,302	-7%	-$82.8K	0.24%	104
2025 Q2	$1.11M	Sell	32,218 -973	-3%	-$31.8K	0.27%	103
2025 Q1	$1.03M	Sell	33,191 -17,260	-34%	-$506K	0.29%	98
2024 Q4	$1.38M	Buy	50,451 +3,908	+8%	+$112K	0.45%	64
2024 Q3	$1.41M	Sell	46,543 -5,426	-10%	-$158K	0.46%	57
2024 Q2	$1.44M	Sell	51,969 -11,219	-18%	-$319K	0.58%	40
2024 Q1	$1.77M	Sell	63,188 -3,563	-5%	-$98.4K	0.76%	30
2023 Q4	$1.87M	Buy	+66,751	New	+$1.74M	0.95%	22

Other funds holding IDV

Bank of America

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

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

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

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

Royal Bank of Canada

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