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Transform Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Transform Wealth’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
2025
Q1 		$2.11M Sell
68,032
-9,763
-13% -$286K 0.13% 113
2024
Q4 		$2.13M Buy
+77,795
New +$2.23M 0.12% 115

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Transform Wealth's IDV Position: Q1 2025 in Review

Transform Wealth reduced its iShares International Select Dividend ETF (IDV) stake by 13% in Q1 2025, selling an estimated $286K and leaving 68,032 shares worth $2.11M. The position accounts for 0.13% of the portfolio, ranked #113.

Transform Wealth first reported a position in IDV in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.13M in Q4 2024. 452 funds tracked by Wall St. Rank hold IDV as of Q1 2025.

  • Transform Wealth held 68,032 shares of iShares International Select Dividend ETF worth $2.11M as of Q1 2025.
  • Transform Wealth sold 9,763 iShares International Select Dividend ETF shares in Q1 2025, an estimated $286K.
  • iShares International Select Dividend ETF made up 0.13% of Transform Wealth's portfolio in Q1 2025, its #113 holding.
  • Transform Wealth first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 2 quarters since.
  • Transform Wealth's iShares International Select Dividend ETF position peaked at $2.13M in Q4 2024.
  • 452 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.