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

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

Sound Stewardship's IDV Position: Q2 2026 in Review

Sound Stewardship reduced its iShares International Select Dividend ETF (IDV) stake by 0.96% in Q2 2026, selling an estimated $23.2K and leaving 54,469 shares worth $2.26M. The position accounts for 0.93% of the portfolio, ranked #23.

Sound Stewardship first reported a position in IDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.34M in Q1 2026. 624 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Sound Stewardship held 54,469 shares of iShares International Select Dividend ETF worth $2.26M as of Q2 2026.
Sound Stewardship sold 530 iShares International Select Dividend ETF shares in Q2 2026, an estimated $23.2K.
iShares International Select Dividend ETF made up 0.93% of Sound Stewardship's portfolio in Q2 2026, its #23 holding.
Sound Stewardship first reported a position in iShares International Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Sound Stewardship's iShares International Select Dividend ETF position peaked at $2.34M in Q1 2026.
624 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.