Antonetti Capital Management’s iShares International Select Dividend ETF IDV Stock Holding History

Antonetti Capital Management’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 Q3	$13K	Hold	500	–	–	0.02%	190
2023 Q2	$13.2K	Hold	500	–	–	0.02%	203
2023 Q1	$13.7K	Buy	+500	New	+$14.1K	0.02%	200
2014 Q3	$8K	Buy	217 +5	+2%	+$192	0.01%	80
2014 Q2	$8K	Buy	212 +2	+1%	+$80	0.01%	162
2014 Q1	$8K	Hold	210	–	–	0.01%	174
2013 Q4	$8K	Buy	210 +3	+1%	+$112	0.01%	193
2013 Q3	$8K	Buy	207 +5	+2%	+$173	0.01%	228
2013 Q2	$6K	Buy	+202	New	+$6.96K	0.01%	253

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Antonetti Capital Management's IDV Position: Q3 2023 in Review

Antonetti Capital Management held its iShares International Select Dividend ETF (IDV) position steady in Q3 2023 at 500 shares worth $13K. The position accounts for 0.02% of the portfolio, ranked #190.

Antonetti Capital Management first reported a position in IDV in Q2 2013 and has held it in 9 quarters since. The position peaked at $13.7K in Q1 2023. 432 funds tracked by Wall St. Rank hold IDV as of Q3 2023.

Antonetti Capital Management held 500 shares of iShares International Select Dividend ETF worth $13K as of Q3 2023.
Antonetti Capital Management left its iShares International Select Dividend ETF share count unchanged in Q3 2023.
iShares International Select Dividend ETF made up 0.02% of Antonetti Capital Management's portfolio in Q3 2023, its #190 holding.
Antonetti Capital Management first reported a position in iShares International Select Dividend ETF in Q2 2013 and has held it in 9 quarters since.
Antonetti Capital Management's iShares International Select Dividend ETF position peaked at $13.7K in Q1 2023.
432 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.