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

SSA Swiss 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 Q1	$5.52M	Buy	129,595 +36,248	+39%	+$1.52M	2.56%	9
2025 Q4	$3.68M	Sell	93,347 -4,905	-5%	-$186K	1.72%	22
2025 Q3	$3.59M	Buy	98,252 +18,034	+22%	+$649K	1.67%	20
2025 Q2	$2.88M	Buy	80,218 +77,242	+2,595%	+$2.52M	1.39%	37
2025 Q1	$92.4K	Buy	+2,976	New	+$87.3K	0.05%	92

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SSA Swiss Advisors's IDV Position: Q1 2026 in Review

SSA Swiss Advisors increased its iShares International Select Dividend ETF (IDV) stake by 39% in Q1 2026, buying an estimated $1.52M and bringing the position to 129,595 shares worth $5.52M. The position accounts for 2.56% of the portfolio, ranked #9.

SSA Swiss Advisors first reported a position in IDV in Q1 2025 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

SSA Swiss Advisors held 129,595 shares of iShares International Select Dividend ETF worth $5.52M as of Q1 2026.
SSA Swiss Advisors bought 36,248 iShares International Select Dividend ETF shares in Q1 2026, an estimated $1.52M.
iShares International Select Dividend ETF made up 2.56% of SSA Swiss Advisors's portfolio in Q1 2026, its #9 holding.
SSA Swiss Advisors first reported a position in iShares International Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.