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

Simplicity Wealth’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	$4.34M	Buy	104,812 +36,662	+54%	+$1.61M	0.15%	148
2026 Q1	$2.9M	Buy	68,150 +7,033	+12%	+$296K	0.16%	133
2025 Q4	$2.41M	Buy	61,117 +3,709	+6%	+$141K	0.14%	155
2025 Q3	$2.1M	Sell	57,408 -24,178	-30%	-$870K	0.12%	183
2025 Q2	$2.82M	Buy	81,586 +45,237	+124%	+$1.48M	0.12%	171
2025 Q1	$1.13M	Buy	+36,349	New	+$1.07M	0.09%	231
2024 Q4	–	Sell	-22,949	Closed	-$694K	–	431
2024 Q3	$694K	Sell	22,949 -10,546	-31%	-$307K	0.06%	241
2024 Q2	$927K	Buy	33,495 +6,096	+22%	+$173K	0.02%	557
2024 Q1	$768K	Buy	+27,399	New	+$757K	0.02%	594

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simplicity Wealth's IDV Position: Q2 2026 in Review

Simplicity Wealth increased its iShares International Select Dividend ETF (IDV) stake by 54% in Q2 2026, buying an estimated $1.61M and bringing the position to 104,812 shares worth $4.34M. The position accounts for 0.15% of the portfolio, ranked #148.

Simplicity Wealth first reported a position in IDV in Q1 2024 and has held it in 9 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Simplicity Wealth held 104,812 shares of iShares International Select Dividend ETF worth $4.34M as of Q2 2026.
Simplicity Wealth bought 36,662 iShares International Select Dividend ETF shares in Q2 2026, an estimated $1.61M.
iShares International Select Dividend ETF made up 0.15% of Simplicity Wealth's portfolio in Q2 2026, its #148 holding.
Simplicity Wealth first reported a position in iShares International Select Dividend ETF in Q1 2024 and has held it in 9 quarters since.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.