Sound Stewardship’s iShares International Select Dividend ETF IDV Stock Holding History

Sound Stewardship’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	$2.26M	Sell	54,469 -530	-1%	-$23.2K	0.93%	23
2026 Q1	$2.34M	Sell	54,999 -1,827	-3%	-$76.8K	1.07%	20
2025 Q4	$2.24M	Sell	56,826 -252	-0.4%	-$9.55K	1.07%	20
2025 Q3	$2.09M	Sell	57,078 -288	-0.5%	-$10.4K	1%	22
2025 Q2	$1.98M	Buy	57,366 +166	+0.3%	+$5.42K	1.02%	23
2025 Q1	$1.77M	Sell	57,200 -240	-0.4%	-$7.04K	1.01%	22
2024 Q4	$1.57M	Buy	57,440 +117	+0.2%	+$3.35K	0.93%	22
2024 Q3	$1.73M	Sell	57,323 -2,426	-4%	-$70.7K	0.97%	23
2024 Q2	$1.65M	Sell	59,749 -2,686	-4%	-$76.3K	1%	24
2024 Q1	$1.75M	Buy	62,435 +24	+0%	+$663	1.06%	22
2023 Q4	$1.75M	Sell	62,411 -2,402	-4%	-$62.6K	1.16%	29
2023 Q3	$1.65M	Sell	64,813 -300	-0.5%	-$7.95K	1.11%	31
2023 Q2	$1.71M	Sell	65,113 -2,214	-3%	-$60.4K	1.13%	31
2023 Q1	$1.85M	Sell	67,327 -1,035	-2%	-$29.1K	1.25%	31
2022 Q4	$1.86M	Buy	+68,362	New	+$1.73M	1.37%	31

Other funds holding IDV

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Winthrop Partners - WNY Buffalo, New York $202M AUM

BFI Infinity Zurich, Switzerland $208M AUM