Atlas Private Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Atlas Private Wealth 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 Q1	–	Sell	-31,496	Closed	-$855K	–	116
2022 Q4	$855K	Sell	31,496 -54	-0.2%	-$1.37K	0.39%	61
2022 Q3	$711K	Buy	31,550 +1,783	+6%	+$47K	0.51%	61
2022 Q2	$808K	Buy	29,767 +899	+3%	+$27.1K	0.55%	58
2022 Q1	$917K	Buy	28,868 +1,989	+7%	+$63.6K	0.53%	64
2021 Q4	$838K	Sell	26,879 -1,835	-6%	-$56.8K	0.47%	65
2021 Q3	$873K	Buy	28,714 +6,558	+30%	+$211K	0.53%	60
2021 Q2	$718K	Buy	22,156 +27	+0.1%	+$890	0.44%	68
2021 Q1	$697K	Buy	22,129 +1,816	+9%	+$56.4K	0.45%	64
2020 Q4	$599K	Buy	20,313 +2,422	+14%	+$66.2K	0.43%	62
2020 Q3	$446K	Buy	17,891 +617	+4%	+$16K	0.35%	72
2020 Q2	$434K	Sell	17,274 -1,763	-9%	-$42.4K	0.35%	75
2020 Q1	$430K	Sell	19,037 -6,598	-26%	-$199K	0.4%	71
2019 Q4	$861K	Buy	+25,635	New	+$824K	0.66%	42

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Atlas Private Wealth Management's IDV Position: Q1 2023 in Review

Atlas Private Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2023, closing a stake of 31,496 shares — an estimated $855K sold.

Atlas Private Wealth Management first reported a position in IDV in Q4 2019 and held it in 13 quarters. The position peaked at $917K in Q1 2022. 448 funds tracked by Wall St. Rank hold IDV as of Q1 2023.

Atlas Private Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
Atlas Private Wealth Management sold 31,496 iShares International Select Dividend ETF shares in Q1 2023, an estimated $855K.
Atlas Private Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2019 and held it in 13 quarters.
Atlas Private Wealth Management's iShares International Select Dividend ETF position peaked at $917K in Q1 2022.
448 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2023.

Based on Atlas Private Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.