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 Q1	$201K	Buy	+4,717	New	+$198K	0.07%	261

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 22.94% 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 $544B AUM 28.31% 1-Year Est. Return

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

Tred Avon Family Wealth's IDV Position: Q1 2026 in Review

Tred Avon Family Wealth opened a new position in iShares International Select Dividend ETF (IDV) in Q1 2026: 4,717 shares worth $201K. The stake represents 0.07% of the portfolio and ranks #261 among its holdings.

602 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Tred Avon Family Wealth held 4,717 shares of iShares International Select Dividend ETF worth $201K as of Q1 2026.
iShares International Select Dividend ETF was a new Tred Avon Family Wealth position in Q1 2026.
iShares International Select Dividend ETF made up 0.07% of Tred Avon Family Wealth's portfolio in Q1 2026, its #261 holding.
602 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.