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 Q2	$5.52M	Buy	133,117 +3,522	+3%	+$154K	2.07%	13
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 $1.55T 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

SSA Swiss Advisors's IDV Position: Q2 2026 in Review

SSA Swiss Advisors increased its iShares International Select Dividend ETF (IDV) stake by 2.7% in Q2 2026, buying an estimated $154K and bringing the position to 133,117 shares worth $5.52M. The position accounts for 2.07% of the portfolio, ranked #13.

SSA Swiss Advisors first reported a position in IDV in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.52M in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

SSA Swiss Advisors held 133,117 shares of iShares International Select Dividend ETF worth $5.52M as of Q2 2026.
SSA Swiss Advisors bought 3,522 iShares International Select Dividend ETF shares in Q2 2026, an estimated $154K.
iShares International Select Dividend ETF made up 2.07% of SSA Swiss Advisors's portfolio in Q2 2026, its #13 holding.
SSA Swiss Advisors first reported a position in iShares International Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
SSA Swiss Advisors's iShares International Select Dividend ETF position peaked at $5.52M in Q1 2026.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.