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

SOA Wealth 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 Q2	$113K	Buy	69,782 +9,560	+16%	+$419K	0.02%	272
2026 Q1	$103K	Buy	60,222 +5	+0%	+$210	0.02%	267
2025 Q4	$100K	Buy	60,217 +59,198	+5,809%	+$2.24M	0.02%	285
2025 Q3	$37.2K	Buy	1,019 +11	+1%	+$396	0.01%	419
2025 Q2	$34.8K	Buy	1,008 +23	+2%	+$751	0.01%	420
2025 Q1	$30.6K	Buy	985 +6	+0.6%	+$176	0.01%	401
2024 Q4	$26.8K	Buy	979 +13	+1%	+$372	﹤0.01%	409
2024 Q3	$29.2K	Buy	966 +13	+1%	+$379	0.01%	395
2024 Q2	$26.4K	Buy	953 +25	+3%	+$710	0.01%	397
2024 Q1	$26K	Buy	928 +8	+0.9%	+$221	0.01%	400
2023 Q4	$25.8K	Buy	920 +30	+3%	+$782	0.01%	389
2023 Q3	$22.6K	Hold	890	–	–	0.01%	396
2023 Q2	$23.4K	Sell	890 -76	-8%	-$2.07K	0.01%	407
2023 Q1	$26.6K	Buy	966 +6	+0.6%	+$169	0.01%	375
2022 Q4	$26.1K	Buy	960 +34	+4%	+$862	0.01%	370
2022 Q3	$20K	Hold	926	–	–	0.01%	389
2022 Q2	$25K	Sell	926 -1,490	-62%	-$44.9K	0.01%	348
2022 Q1	$76K	Buy	2,416 +9	+0.4%	+$288	0.02%	262
2021 Q4	$75K	Buy	2,407 +24	+1%	+$742	0.02%	252
2021 Q3	$72K	Hold	2,383	–	–	0.02%	265
2021 Q2	$77K	Buy	2,383 +16	+0.7%	+$527	0.02%	255
2021 Q1	$74K	Sell	2,367 -4,985	-68%	-$155K	0.02%	231
2020 Q4	$224K	Buy	+7,352	New	+$201K	0.06%	132

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

SOA Wealth Advisors's IDV Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares International Select Dividend ETF (IDV) stake by 16% in Q2 2026, buying an estimated $419K and bringing the position to 69,782 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #272.

SOA Wealth Advisors first reported a position in IDV in Q4 2020 and has held it in 23 quarters since. The position peaked at $224K in Q4 2020. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

SOA Wealth Advisors held 69,782 shares of iShares International Select Dividend ETF worth $113K as of Q2 2026.
SOA Wealth Advisors bought 9,560 iShares International Select Dividend ETF shares in Q2 2026, an estimated $419K.
iShares International Select Dividend ETF made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #272 holding.
SOA Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares International Select Dividend ETF position peaked at $224K in Q4 2020.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.