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

Proficio Capital 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	$2.63M	Buy	61,775 +27,435	+80%	+$1.15M	0.14%	90
2025 Q4	$1.35M	Buy	34,340 +26,905	+362%	+$1.02M	0.1%	108
2025 Q3	$272K	Buy	+7,435	New	+$268K	0.02%	187
2019 Q3	–	Sell	-1,000	Closed	-$31K	–	785
2019 Q2	$31K	Hold	1,000	–	–	0.01%	527
2019 Q1	$31K	Hold	1,000	–	–	0.01%	492
2018 Q4	$29K	Hold	1,000	–	–	0.01%	442
2018 Q3	$33K	Hold	1,000	–	–	0.01%	450
2018 Q2	$32K	Hold	1,000	–	–	0.01%	464
2018 Q1	$33K	Hold	1,000	–	–	0.01%	457
2017 Q4	$34K	Hold	1,000	–	–	0.01%	439
2017 Q3	$34K	Hold	1,000	–	–	0.01%	464
2017 Q2	$34K	Hold	1,000	–	–	0.01%	469
2017 Q1	$33K	Hold	1,000	–	–	0.01%	487
2016 Q4	$30K	Hold	1,000	–	–	0.01%	360
2016 Q3	$30K	Hold	1,000	–	–	0.02%	362
2016 Q2	$29K	Buy	+1,000	New	+$29K	0.02%	365

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

Proficio Capital Partners's IDV Position: Q1 2026 in Review

Proficio Capital Partners increased its iShares International Select Dividend ETF (IDV) stake by 80% in Q1 2026, buying an estimated $1.15M and bringing the position to 61,775 shares worth $2.63M. The position accounts for 0.14% of the portfolio, ranked #90.

Proficio Capital Partners first reported a position in IDV in Q2 2016 and has held it in 16 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Proficio Capital Partners held 61,775 shares of iShares International Select Dividend ETF worth $2.63M as of Q1 2026.
Proficio Capital Partners bought 27,435 iShares International Select Dividend ETF shares in Q1 2026, an estimated $1.15M.
iShares International Select Dividend ETF made up 0.14% of Proficio Capital Partners's portfolio in Q1 2026, its #90 holding.
Proficio Capital Partners first reported a position in iShares International Select Dividend ETF in Q2 2016 and has held it in 16 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.