Three Bearings Fiduciary Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Three Bearings Fiduciary 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	$1.82M	Sell	43,902 -2,770	-6%	-$121K	1.63%	16
2026 Q1	$1.99M	Sell	46,672 -408	-0.9%	-$17.1K	1.92%	14
2025 Q4	$1.96M	Buy	+47,080	New	+$1.78M	1.84%	15

Other funds holding IDV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BMM

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

Three Bearings Fiduciary Advisors's IDV Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 5.9% in Q2 2026, selling an estimated $121K and leaving 43,902 shares worth $1.82M. The position accounts for 1.63% of the portfolio, ranked #16.

Three Bearings Fiduciary Advisors first reported a position in IDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.99M in Q1 2026. 407 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Three Bearings Fiduciary Advisors held 43,902 shares of iShares International Select Dividend ETF worth $1.82M as of Q2 2026.
Three Bearings Fiduciary Advisors sold 2,770 iShares International Select Dividend ETF shares in Q2 2026, an estimated $121K.
iShares International Select Dividend ETF made up 1.63% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #16 holding.
Three Bearings Fiduciary Advisors first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's iShares International Select Dividend ETF position peaked at $1.99M in Q1 2026.
407 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.