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Valeo Financial Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Valeo Financial 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
2025
Q1 		– Sell
-8,640
Closed -$237K – 725
2024
Q4 		$237K Sell
8,640
-1,367
-14% -$39.2K 0.01% 622
2024
Q3 		$303K Buy
10,007
+360
+4% +$10.5K 0.01% 525
2024
Q2 		$267K Sell
9,647
-9,414
-49% -$268K 0.01% 534
2024
Q1 		$532K Hold
19,061
– – 0.02% 363
2023
Q4 		$534K Buy
19,061
+100
+0.5% +$2.61K 0.02% 343
2023
Q3 		$482K Buy
18,961
+7,066
+59% +$187K 0.02% 343
2023
Q2 		$313K Hold
11,895
– – 0.01% 421
2023
Q1 		$327K Buy
+11,895
New +$335K 0.02% 420
2021
Q2 		– Sell
-3,187
Closed -$100K – 1107
2021
Q1 		$100K Buy
3,187
+780
+32% +$24.2K ﹤0.01% 626
2020
Q4 		$71K Sell
2,407
-371
-13% -$10.1K ﹤0.01% 665
2020
Q3 		$69K Buy
2,778
+1,000
+56% +$25.9K 0.01% 562
2020
Q2 		$45K Sell
1,778
-580
-25% -$13.9K ﹤0.01% 770
2020
Q1 		$55K Buy
2,358
+324
+16% +$9.77K 0.01% 575
2019
Q4 		$68K Buy
2,034
+390
+24% +$12.5K 0.01% 548
2019
Q3 		$51K Buy
1,644
+1,500
+1,042% +$45.3K 0.01% 594
2019
Q2 		$4K Hold
144
– – ﹤0.01% 1272
2019
Q1 		$4K Hold
144
– – ﹤0.01% 1233
2018
Q4 		$4K Hold
144
– – ﹤0.01% 1140
2018
Q3 		$4K Hold
144
– – ﹤0.01% 1271
2018
Q2 		$5K Hold
144
– – ﹤0.01% 1136
2018
Q1 		$5K Sell
144
-1,626
-92% -$55.3K ﹤0.01% 1134
2017
Q4 		$60K Hold
1,770
– – 0.01% 439
2017
Q3 		$60K Buy
+1,770
New +$59.1K 0.01% 378

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valeo Financial Advisors's IDV Position: Q1 2025 in Review

Valeo Financial Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2025, closing a stake of 8,640 shares — an estimated $237K sold.

Valeo Financial Advisors first reported a position in IDV in Q3 2017 and held it in 23 quarters. The position peaked at $534K in Q4 2023. 454 funds tracked by Wall St. Rank hold IDV as of Q1 2025.

  • Valeo Financial Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 8,640 iShares International Select Dividend ETF shares in Q1 2025, an estimated $237K.
  • Valeo Financial Advisors first reported a position in iShares International Select Dividend ETF in Q3 2017 and held it in 23 quarters.
  • Valeo Financial Advisors's iShares International Select Dividend ETF position peaked at $534K in Q4 2023.
  • 454 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2025.

Based on Valeo Financial Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.