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

Alaska 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
2024 Q3	–	Sell	-5,232	Closed	-$145K	–	118
2024 Q2	$145K	Sell	5,232 -1,158	-18%	-$32.9K	0.02%	72
2024 Q1	$179K	Hold	6,390	–	–	0.03%	68
2023 Q4	$179K	Buy	6,390 +204	+3%	+$5.32K	0.03%	66
2023 Q3	$157K	Hold	6,186	–	–	0.03%	62
2023 Q2	$163K	Sell	6,186 -768	-11%	-$21K	0.03%	64
2023 Q1	$191K	Sell	6,954 -732	-10%	-$20.6K	0.03%	58
2022 Q4	$209K	Buy	+7,686	New	+$195K	0.04%	59

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alaska Wealth Advisors's IDV Position: Q3 2024 in Review

Alaska Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2024, closing a stake of 5,232 shares — an estimated $145K sold.

Alaska Wealth Advisors first reported a position in IDV in Q4 2022 and held it in 7 quarters. The position peaked at $209K in Q4 2022. 445 funds tracked by Wall St. Rank hold IDV as of Q3 2024.

Alaska Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 5,232 iShares International Select Dividend ETF shares in Q3 2024, an estimated $145K.
Alaska Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2022 and held it in 7 quarters.
Alaska Wealth Advisors's iShares International Select Dividend ETF position peaked at $209K in Q4 2022.
445 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2024.

Based on Alaska Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.