St. Louis Financial Planners Asset Management’s iShares International Select Dividend ETF IDV Stock Holding History

St. Louis Financial Planners Asset Management’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	–	Sell	-33,244	Closed	-$1.17M	–	43
2025 Q4	$1.17M	Sell	33,244 -6,501	-16%	-$246K	0.72%	38
2025 Q3	$1.33M	Buy	+39,745	New	+$1.43M	0.86%	30

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 $424B AUM 22.96% 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 $609B AUM 40.19% 1-Year Est. Return

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

St. Louis Financial Planners Asset Management's IDV Position: Q1 2026 in Review

St. Louis Financial Planners Asset Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2026, closing a stake of 33,244 shares — an estimated $1.17M sold.

St. Louis Financial Planners Asset Management first reported a position in IDV in Q3 2025 and held it in 2 quarters. The position peaked at $1.33M in Q3 2025. 603 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

St. Louis Financial Planners Asset Management reported no remaining iShares International Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 33,244 iShares International Select Dividend ETF shares in Q1 2026, an estimated $1.17M.
St. Louis Financial Planners Asset Management first reported a position in iShares International Select Dividend ETF in Q3 2025 and held it in 2 quarters.
St. Louis Financial Planners Asset Management's iShares International Select Dividend ETF position peaked at $1.33M in Q3 2025.
603 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.