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Retirement Planning Company of New England’s iShares International Select Dividend ETF IDV Stock Holding History

Retirement Planning Company of New England’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 		$277K Buy
6,677
+134
+2% +$5.87K 0.1% 218
2026
Q1 		$278K Buy
6,543
+209
+3% +$8.78K 0.11% 199
2025
Q4 		$250K Buy
6,334
+80
+1% +$3.03K 0.1% 212
2025
Q3 		$229K Buy
6,254
+24
+0.4% +$864 0.09% 223
2025
Q2 		$215K Buy
+6,230
New +$203K 0.1% 217
2022
Q1 		– Sell
-4,850
Closed -$151K – 524
2021
Q4 		$151K Buy
+4,850
New +$150K 0.07% 252

Other funds holding IDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Retirement Planning Company of New England's IDV Position: Q2 2026 in Review

Retirement Planning Company of New England increased its iShares International Select Dividend ETF (IDV) stake by 2% in Q2 2026, buying an estimated $5.87K and bringing the position to 6,677 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #218.

Retirement Planning Company of New England first reported a position in IDV in Q4 2021 and has held it in 6 quarters since. The position peaked at $278K in Q1 2026. 471 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Retirement Planning Company of New England held 6,677 shares of iShares International Select Dividend ETF worth $277K as of Q2 2026.
  • Retirement Planning Company of New England bought 134 iShares International Select Dividend ETF shares in Q2 2026, an estimated $5.87K.
  • iShares International Select Dividend ETF made up 0.1% of Retirement Planning Company of New England's portfolio in Q2 2026, its #218 holding.
  • Retirement Planning Company of New England first reported a position in iShares International Select Dividend ETF in Q4 2021 and has held it in 6 quarters since.
  • Retirement Planning Company of New England's iShares International Select Dividend ETF position peaked at $278K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.