UAG
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United Advisor Group’s iShares International Select Dividend ETF IDV Stock Holding History

United Advisor Group’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 		$323K Buy
7,798
+913
+13% +$40K 0.03% 412
2026
Q1 		$293K Buy
6,885
+243
+4% +$10.2K 0.04% 399
2025
Q4 		$262K Buy
6,642
+606
+10% +$23K 0.03% 406
2025
Q3 		$221K Buy
+6,036
New +$217K 0.03% 428

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

United Advisor Group's IDV Position: Q2 2026 in Review

United Advisor Group increased its iShares International Select Dividend ETF (IDV) stake by 13% in Q2 2026, buying an estimated $40K and bringing the position to 7,798 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #412.

United Advisor Group first reported a position in IDV in Q3 2025 and has held it in 4 quarters since. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • United Advisor Group held 7,798 shares of iShares International Select Dividend ETF worth $323K as of Q2 2026.
  • United Advisor Group bought 913 iShares International Select Dividend ETF shares in Q2 2026, an estimated $40K.
  • iShares International Select Dividend ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #412 holding.
  • United Advisor Group first reported a position in iShares International Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.