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Tred Avon Family Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Tred Avon Family 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
2026
Q2 		– Sell
-4,717
Closed -$201K – 268
2026
Q1 		$201K Buy
+4,717
New +$198K 0.07% 261

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tred Avon Family Wealth's IDV Position: Q2 2026 in Review

Tred Avon Family Wealth sold out of iShares International Select Dividend ETF (IDV) in Q2 2026, closing a stake of 4,717 shares — an estimated $201K sold.

Tred Avon Family Wealth first reported a position in IDV in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 629 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Tred Avon Family Wealth reported no remaining iShares International Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Tred Avon Family Wealth sold 4,717 iShares International Select Dividend ETF shares in Q2 2026, an estimated $201K.
  • Tred Avon Family Wealth first reported a position in iShares International Select Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Tred Avon Family Wealth's iShares International Select Dividend ETF position peaked at $201K in Q1 2026.
  • 629 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.