TFC Financial Management’s iShares International Select Dividend ETF IDV Stock Holding History

TFC Financial 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 Q2	$509K	Buy	12,280 +167	+1%	+$7.32K	0.06%	84
2026 Q1	$516K	Sell	12,113 -1,625	-12%	-$68.3K	0.06%	79
2025 Q4	$542K	Buy	13,738 +3,878	+39%	+$147K	0.07%	72
2025 Q3	$360K	Hold	9,860	–	–	0.05%	92
2025 Q2	$340K	Hold	9,860	–	–	0.05%	91
2025 Q1	$306K	Buy	9,860 +7,800	+379%	+$229K	0.05%	93
2024 Q4	$56.4K	Hold	2,060	–	–	0.01%	238
2024 Q3	$62.3K	Hold	2,060	–	–	0.01%	240
2024 Q2	$57K	Hold	2,060	–	–	0.01%	228
2024 Q1	$57.8K	Hold	2,060	–	–	0.01%	220
2023 Q4	$57.7K	Hold	2,060	–	–	0.01%	216
2023 Q3	$52.3K	Hold	2,060	–	–	0.01%	214
2023 Q2	$54.2K	Hold	2,060	–	–	0.01%	211
2023 Q1	$56.6K	Hold	2,060	–	–	0.01%	223
2022 Q4	$56K	Hold	2,060	–	–	0.02%	196
2022 Q3	$46K	Hold	2,060	–	–	0.01%	204
2022 Q2	$56K	Hold	2,060	–	–	0.02%	197
2022 Q1	$65K	Hold	2,060	–	–	0.02%	189
2021 Q4	$64K	Hold	2,060	–	–	0.02%	198
2021 Q3	$63K	Hold	2,060	–	–	0.02%	195
2021 Q2	$67K	Hold	2,060	–	–	0.02%	179
2021 Q1	$65K	Hold	2,060	–	–	0.03%	171
2020 Q4	$61K	Hold	2,060	–	–	0.03%	176
2020 Q3	$51K	Buy	+2,060	New	+$53.4K	0.03%	176

Other funds holding IDV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TFC Financial Management's IDV Position: Q2 2026 in Review

TFC Financial Management increased its iShares International Select Dividend ETF (IDV) stake by 1.4% in Q2 2026, buying an estimated $7.32K and bringing the position to 12,280 shares worth $509K. The position accounts for 0.06% of the portfolio, ranked #84.

TFC Financial Management first reported a position in IDV in Q3 2020 and has held it in 24 quarters since. The position peaked at $542K in Q4 2025. 334 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

TFC Financial Management held 12,280 shares of iShares International Select Dividend ETF worth $509K as of Q2 2026.
TFC Financial Management bought 167 iShares International Select Dividend ETF shares in Q2 2026, an estimated $7.32K.
iShares International Select Dividend ETF made up 0.06% of TFC Financial Management's portfolio in Q2 2026, its #84 holding.
TFC Financial Management first reported a position in iShares International Select Dividend ETF in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's iShares International Select Dividend ETF position peaked at $542K in Q4 2025.
334 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.