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SFI Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

SFI Advisors’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 		– Sell
-5,240
Closed -$207K – 53
2025
Q4 		$207K Buy
+5,240
New +$199K 0.13% 62
2022
Q1 		– Sell
-6,243
Closed -$213K – 71
2021
Q4 		$213K Buy
+6,243
New +$193K 0.19% 53

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFI Advisors's IDV Position: Q1 2026 in Review

SFI Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2026, closing a stake of 5,240 shares — an estimated $207K sold.

SFI Advisors first reported a position in IDV in Q4 2021 and held it in 2 quarters. The position peaked at $213K in Q4 2021. 607 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • SFI Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • SFI Advisors sold 5,240 iShares International Select Dividend ETF shares in Q1 2026, an estimated $207K.
  • SFI Advisors first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 2 quarters.
  • SFI Advisors's iShares International Select Dividend ETF position peaked at $213K in Q4 2021.
  • 607 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.