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

Sovran 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	$1.13M	Sell	25,919 -43,591	-63%	-$1.91M	0.08%	242
2026 Q1	$3.09M	Sell	69,510 -8,752	-11%	-$368K	0.24%	106
2025 Q4	$3.16M	Sell	78,262 -36,043	-32%	-$1.37M	0.27%	101
2025 Q3	$4.28M	Buy	114,305 +47,291	+71%	+$1.7M	0.38%	73
2025 Q2	$2.33M	Buy	+67,014	New	+$2.19M	0.24%	106

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

Sovran Advisors's IDV Position: Q2 2026 in Review

Sovran Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 63% in Q2 2026, selling an estimated $1.91M and leaving 25,919 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #242.

Sovran Advisors first reported a position in IDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.28M in Q3 2025. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Sovran Advisors held 25,919 shares of iShares International Select Dividend ETF worth $1.13M as of Q2 2026.
Sovran Advisors sold 43,591 iShares International Select Dividend ETF shares in Q2 2026, an estimated $1.91M.
iShares International Select Dividend ETF made up 0.08% of Sovran Advisors's portfolio in Q2 2026, its #242 holding.
Sovran Advisors first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
Sovran Advisors's iShares International Select Dividend ETF position peaked at $4.28M in Q3 2025.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.