Winnow Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Winnow 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	$667K	Sell	15,675 -2,558	-14%	-$108K	0.51%	69
2025 Q4	$729K	Sell	18,233 -1,936	-10%	-$73.4K	0.54%	71
2025 Q3	$746K	Buy	+20,169	New	+$726K	0.58%	67
2025 Q2	–	Sell	-11,814	Closed	-$366K	–	406
2025 Q1	$366K	Buy	11,814 +245	+2%	+$7.19K	0.34%	80
2024 Q4	$316K	Buy	+11,569	New	+$331K	0.31%	80

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 $374B AUM 17.66% 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

Winnow Wealth's IDV Position: Q1 2026 in Review

Winnow Wealth reduced its iShares International Select Dividend ETF (IDV) stake by 14% in Q1 2026, selling an estimated $108K and leaving 15,675 shares worth $667K. The position accounts for 0.51% of the portfolio, ranked #69.

Winnow Wealth first reported a position in IDV in Q4 2024 and has held it in 5 quarters since. The position peaked at $746K in Q3 2025. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Winnow Wealth held 15,675 shares of iShares International Select Dividend ETF worth $667K as of Q1 2026.
Winnow Wealth sold 2,558 iShares International Select Dividend ETF shares in Q1 2026, an estimated $108K.
iShares International Select Dividend ETF made up 0.51% of Winnow Wealth's portfolio in Q1 2026, its #69 holding.
Winnow Wealth first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 5 quarters since.
Winnow Wealth's iShares International Select Dividend ETF position peaked at $746K in Q3 2025.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.