TRUE Private Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

TRUE Private Wealth 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	$254K	Sell	6,119 -107	-2%	-$4.69K	0.02%	242
2026 Q1	$265K	Buy	6,226 +1	+0%	+$42	0.03%	229
2025 Q4	$246K	Buy	6,225 +3	+0%	+$114	0.02%	232
2025 Q3	$227K	Buy	6,222 +2	+0%	+$72	0.02%	242
2025 Q2	$215K	Buy	+6,220	New	+$203K	0.02%	236
2023 Q2	–	Sell	-43,712	Closed	-$1.2M	–	248
2023 Q1	$1.2M	Buy	+43,712	New	+$1.23M	0.18%	71
2021 Q1	–	Sell	-45	Closed	-$1K	–	451
2020 Q4	$1K	Hold	45	–	–	﹤0.01%	702
2020 Q3	$1K	Buy	45 +1	+2%	+$26	﹤0.01%	654
2020 Q2	$1K	Buy	+44	New	+$1.06K	﹤0.01%	648

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TRUE Private Wealth Advisors's IDV Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 1.7% in Q2 2026, selling an estimated $4.69K and leaving 6,119 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #242.

TRUE Private Wealth Advisors first reported a position in IDV in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.2M in Q1 2023. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

TRUE Private Wealth Advisors held 6,119 shares of iShares International Select Dividend ETF worth $254K as of Q2 2026.
TRUE Private Wealth Advisors sold 107 iShares International Select Dividend ETF shares in Q2 2026, an estimated $4.69K.
iShares International Select Dividend ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #242 holding.
TRUE Private Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q2 2020 and has held it in 9 quarters since.
TRUE Private Wealth Advisors's iShares International Select Dividend ETF position peaked at $1.2M in Q1 2023.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.