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

All Season 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
2023 Q4	–	Sell	-45,137	Closed	-$1.15M	–	107
2023 Q3	$1.15M	Sell	45,137 -23,586	-34%	-$625K	1.16%	22
2023 Q2	$1.81M	Sell	68,723 -46,527	-40%	-$1.27M	1.62%	16
2023 Q1	$3.17M	Buy	115,250 +20,297	+21%	+$571K	2.87%	8
2022 Q4	$2.58M	Buy	+94,953	New	+$2.41M	2.28%	14
2021 Q3	–	Sell	-146,893	Closed	-$4.76M	–	136
2021 Q2	$4.76M	Buy	+146,893	New	+$4.84M	3.41%	7

Other funds holding IDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

All Season Financial Advisors's IDV Position: Q4 2023 in Review

All Season Financial Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2023, closing a stake of 45,137 shares — an estimated $1.15M sold.

All Season Financial Advisors first reported a position in IDV in Q2 2021 and held it in 5 quarters. The position peaked at $4.76M in Q2 2021. 450 funds tracked by Wall St. Rank hold IDV as of Q4 2023.

All Season Financial Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
All Season Financial Advisors sold 45,137 iShares International Select Dividend ETF shares in Q4 2023, an estimated $1.15M.
All Season Financial Advisors first reported a position in iShares International Select Dividend ETF in Q2 2021 and held it in 5 quarters.
All Season Financial Advisors's iShares International Select Dividend ETF position peaked at $4.76M in Q2 2021.
450 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2023.

Based on All Season Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.